Back to SCHW-PJ
IFC & Insurance Marketing, Inc. → SCHW-PJ
IFC & Insurance Marketing, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
35
Latest value
$2.3M
Q3 2026
Peak value
$8.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $0 |
| Q4 2025 | $25K |
| Q4 2025 | $317K |
| Q4 2025 | $38K |
| Q4 2025 | $13K |
| Q4 2025 | $37K |
| Q4 2025 | $382K |
| Q4 2025 | $3K |
| Q4 2025 | $3.2M |
| Q4 2025 | $189K |
| Q4 2025 | $44K |
| Q4 2025 | $1K |
| Q4 2025 | $3K |
| Q4 2025 | $479K |
| Q4 2025 | $0 |
| Q4 2025 | $1.1M |
| Q4 2025 | $20K |
| Q1 2026 | $315K |
| Q1 2026 | $785K |
| Q1 2026 | $4.3M |
| Q1 2026 | $7.4M |
| Q1 2026 | $268K |
| Q1 2026 | $2.1M |
| Q2 2026 | $412K |
| Q2 2026 | $914K |
| Q2 2026 | $4.9M |
| Q2 2026 | $8.8M |
| Q2 2026 | $541K |
| Q2 2026 | $2.2M |
| Q3 2026 | $416K |
| Q3 2026 | $1M |
| Q3 2026 | $5.2M |
| Q3 2026 | $7M |
| Q3 2026 | $649K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 91.3K | — | — |
| Q3 2026 | $649K | 19.9K | — | — |
| Q3 2026 | $7M | 221.9K | — | — |
| Q3 2026 | $5.2M | 96.6K | — | — |
| Q3 2026 | $1M | 24.9K | — | — |
| Q3 2026 | $416K | 11.6K | — | — |
| Q2 2026 | $2.2M | 84.6K | — | — |
| Q2 2026 | $541K | 17.1K | — | — |
| Q2 2026 | $8.8M | 281.5K | — | — |
| Q2 2026 | $4.9M | 93.2K | — | — |
| Q2 2026 | $914K | 23.0K | — | — |
| Q2 2026 | $412K | 12.2K | — | — |
| Q1 2026 | $2.1M | 79.3K | — | — |
| Q1 2026 | $268K | 8.7K | — | — |
| Q1 2026 | $7.4M | 264.7K | — | — |
| Q1 2026 | $4.3M | 87.0K | — | — |
| Q1 2026 | $785K | 20.5K | — | — |
| Q1 2026 | $315K | 10.8K | — | — |
| Q4 2025 | $20K | 445 | — | — |
| Q4 2025 | $1.1M | 41.6K | — | — |
| Q4 2025 | $0 | 11 | — | — |
| Q4 2025 | $479K | 19.1K | — | — |
| Q4 2025 | $3K | 131 | — | — |
| Q4 2025 | $1K | 21 | — | — |
| Q4 2025 | $44K | 1.8K | — | — |
| Q4 2025 | $189K | 6.9K | — | — |
| Q4 2025 | $3.2M | 69.8K | — | — |
| Q4 2025 | $3K | 75 | — | — |
| Q4 2025 | $382K | 11.7K | — | — |
| Q4 2025 | $37K | 1.3K | — | — |
| Q4 2025 | $13K | 440 | — | — |
| Q4 2025 | $38K | 1.3K | — | — |
| Q4 2025 | $317K | 9.7K | — | — |
| Q4 2025 | $25K | 913 | — | — |
| Q4 2025 | $0 | 16 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B