Back to SCHW-PJ
Great Lakes Retirement, Inc. → SCHW-PJ
Great Lakes Retirement, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$3.2M
Q3 2026
Peak value
$26.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14M |
| Q3 2025 | $23.1M |
| Q3 2025 | $2.7M |
| Q4 2025 | $14.8M |
| Q4 2025 | $24M |
| Q4 2025 | $417K |
| Q4 2025 | $2.8M |
| Q1 2026 | $14M |
| Q1 2026 | $22.9M |
| Q1 2026 | $369K |
| Q1 2026 | $3.1M |
| Q2 2026 | $14.1M |
| Q2 2026 | $26.2M |
| Q2 2026 | $3.3M |
| Q3 2026 | $12.8M |
| Q3 2026 | $26M |
| Q3 2026 | $501K |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 135.1K | — | — |
| Q3 2026 | $501K | 16.7K | — | — |
| Q3 2026 | $26M | 887.4K | — | — |
| Q3 2026 | $12.8M | 131.3K | — | — |
| Q2 2026 | $3.3M | 136.2K | — | — |
| Q2 2026 | $26.2M | 906.3K | — | — |
| Q2 2026 | $14.1M | 152.3K | — | — |
| Q1 2026 | $3.1M | 128.1K | — | — |
| Q1 2026 | $369K | 14.4K | — | — |
| Q1 2026 | $22.9M | 911.8K | — | — |
| Q1 2026 | $14M | 149.2K | — | — |
| Q4 2025 | $2.8M | 116.2K | — | — |
| Q4 2025 | $417K | 15.5K | — | — |
| Q4 2025 | $24M | 913.2K | — | — |
| Q4 2025 | $14.8M | 148.6K | — | — |
| Q3 2025 | $2.7M | 111.0K | — | — |
| Q3 2025 | $23.1M | 899.2K | — | — |
| Q3 2025 | $14M | 147.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B