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Goelzer Investment Management, Inc. → SCHW-PJ
Goelzer Investment Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$46.3M
Q3 2026
Peak value
$47.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.2M |
| Q4 2025 | $569K |
| Q4 2025 | $44.2M |
| Q1 2026 | $4M |
| Q1 2026 | $519K |
| Q1 2026 | $44.9M |
| Q2 2026 | $3.9M |
| Q2 2026 | $603K |
| Q2 2026 | $219K |
| Q2 2026 | $47.4M |
| Q3 2026 | $4.5M |
| Q3 2026 | $46.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $46.3M | 1.69M | — | — |
| Q3 2026 | $4.5M | 45.7K | — | — |
| Q2 2026 | $47.4M | 1.71M | — | — |
| Q2 2026 | $219K | 7.0K | — | — |
| Q2 2026 | $603K | 20.8K | — | — |
| Q2 2026 | $3.9M | 41.8K | — | — |
| Q1 2026 | $44.9M | 1.81M | — | — |
| Q1 2026 | $519K | 20.7K | — | — |
| Q1 2026 | $4M | 42.3K | — | — |
| Q4 2025 | $44.2M | 1.84M | — | — |
| Q4 2025 | $569K | 21.7K | — | — |
| Q4 2025 | $4.2M | 41.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B