Back to SCHW-PJ
Golden Reserve Retirement LLC → SCHW-PJ
Golden Reserve Retirement LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$75.5M
Q3 2026
Peak value
$153.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $114.5M |
| Q3 2025 | $37.3M |
| Q3 2025 | $53.6M |
| Q4 2025 | $519K |
| Q4 2025 | $134M |
| Q4 2025 | $340K |
| Q4 2025 | $44.8M |
| Q4 2025 | $65.8M |
| Q4 2025 | $1.2M |
| Q1 2026 | $118.3M |
| Q1 2026 | $43.6M |
| Q1 2026 | $70.2M |
| Q2 2026 | $143.8M |
| Q2 2026 | $55.2M |
| Q2 2026 | $74.2M |
| Q3 2026 | $153.4M |
| Q3 2026 | $49.7M |
| Q3 2026 | $75.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $75.5M | 2.32M | — | — |
| Q3 2026 | $49.7M | 1.52M | — | — |
| Q3 2026 | $153.4M | 4.27M | — | — |
| Q2 2026 | $74.2M | 2.34M | — | — |
| Q2 2026 | $55.2M | 1.53M | — | — |
| Q2 2026 | $143.8M | 4.25M | — | — |
| Q1 2026 | $70.2M | 2.29M | — | — |
| Q1 2026 | $43.6M | 1.50M | — | — |
| Q1 2026 | $118.3M | 4.06M | — | — |
| Q4 2025 | $1.2M | 48.9K | — | — |
| Q4 2025 | $65.8M | 2.40M | — | — |
| Q4 2025 | $44.8M | 1.57M | — | — |
| Q4 2025 | $340K | 11.3K | — | — |
| Q4 2025 | $134M | 4.11M | — | — |
| Q4 2025 | $519K | 19.3K | — | — |
| Q3 2025 | $53.6M | 1.96M | — | — |
| Q3 2025 | $37.3M | 1.33M | — | — |
| Q3 2025 | $114.5M | 3.59M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B