Back to SCHW-PJ
Harbor Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
28
Latest value
$231K
Q3 2026
Peak value
$25.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.6M |
| Q4 2025 | $24M |
| Q4 2025 | $9.8M |
| Q4 2025 | $14.4M |
| Q4 2025 | $2.8M |
| Q4 2025 | $1.8M |
| Q4 2025 | $215K |
| Q1 2026 | $7.1M |
| Q1 2026 | $21.3M |
| Q1 2026 | $10M |
| Q1 2026 | $14.7M |
| Q1 2026 | $2.8M |
| Q1 2026 | $1.8M |
| Q1 2026 | $241K |
| Q2 2026 | $8.1M |
| Q2 2026 | $24.6M |
| Q2 2026 | $11.3M |
| Q2 2026 | $17.6M |
| Q2 2026 | $3.4M |
| Q2 2026 | $2M |
| Q2 2026 | $225K |
| Q3 2026 | $8.2M |
| Q3 2026 | $25.9M |
| Q3 2026 | $10.8M |
| Q3 2026 | $16M |
| Q3 2026 | $2.9M |
| Q3 2026 | $2M |
| Q3 2026 | $231K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $231K | 7.1K | — | — |
| Q3 2026 | $2M | 64.9K | — | — |
| Q3 2026 | $2.9M | 90.2K | — | — |
| Q3 2026 | $16M | 470.3K | — | — |
| Q3 2026 | $10.8M | 324.4K | — | — |
| Q3 2026 | $25.9M | 720.4K | — | — |
| Q3 2026 | $8.2M | 274.1K | — | — |
| Q2 2026 | $225K | 7.1K | — | — |
| Q2 2026 | $2M | 64.9K | — | — |
| Q2 2026 | $3.4M | 93.0K | — | — |
| Q2 2026 | $17.6M | 478.1K | — | — |
| Q2 2026 | $11.3M | 323.7K | — | — |
| Q2 2026 | $24.6M | 725.8K | — | — |
| Q2 2026 | $8.1M | 275.8K | — | — |
| Q1 2026 | $241K | 7.9K | — | — |
| Q1 2026 | $1.8M | 64.9K | — | — |
| Q1 2026 | $2.8M | 95.7K | — | — |
| Q1 2026 | $14.7M | 475.2K | — | — |
| Q1 2026 | $10M | 327.0K | — | — |
| Q1 2026 | $21.3M | 731.1K | — | — |
| Q1 2026 | $7.1M | 277.1K | — | — |
| Q4 2025 | $215K | 7.8K | — | — |
| Q4 2025 | $1.8M | 65.0K | — | — |
| Q4 2025 | $2.8M | 99.9K | — | — |
| Q4 2025 | $14.4M | 478.9K | — | — |
| Q4 2025 | $9.8M | 332.2K | — | — |
| Q4 2025 | $24M | 737.2K | — | — |
| Q4 2025 | $7.6M | 283.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B