Back to SCHW-PJ
IFS Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$1.8M
Q3 2026
Peak value
$18.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $44 |
| Q3 2025 | $12.6M |
| Q3 2025 | $1.5M |
| Q3 2025 | $36K |
| Q4 2025 | $45 |
| Q4 2025 | $15.7M |
| Q4 2025 | $4.1M |
| Q4 2025 | $33K |
| Q1 2026 | $18 |
| Q1 2026 | $14.6M |
| Q1 2026 | $4.4M |
| Q1 2026 | $37K |
| Q2 2026 | $21 |
| Q2 2026 | $17M |
| Q2 2026 | $5.5M |
| Q2 2026 | $39K |
| Q3 2026 | $21 |
| Q3 2026 | $18.4M |
| Q3 2026 | $5.1M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 55.0K | — | — |
| Q3 2026 | $5.1M | 155.3K | — | — |
| Q3 2026 | $18.4M | 510.8K | — | — |
| Q3 2026 | $21 | 0 | — | — |
| Q2 2026 | $39K | 1.2K | — | — |
| Q2 2026 | $5.5M | 152.0K | — | — |
| Q2 2026 | $17M | 501.3K | — | — |
| Q2 2026 | $21 | 0 | — | — |
| Q1 2026 | $37K | 1.2K | — | — |
| Q1 2026 | $4.4M | 150.0K | — | — |
| Q1 2026 | $14.6M | 500.1K | — | — |
| Q1 2026 | $18 | 0 | — | — |
| Q4 2025 | $33K | 1.2K | — | — |
| Q4 2025 | $4.1M | 144.0K | — | — |
| Q4 2025 | $15.7M | 480.5K | — | — |
| Q4 2025 | $45 | 1 | — | — |
| Q3 2025 | $36K | 1.3K | — | — |
| Q3 2025 | $1.5M | 52.3K | — | — |
| Q3 2025 | $12.6M | 394.5K | — | — |
| Q3 2025 | $44 | 1 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
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