Back to SCHW-PJ
Intelligence Driven Advisers, LLC → SCHW-PJ
Intelligence Driven Advisers, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
23
Latest value
$2.7M
Q3 2026
Peak value
$47.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $26.2M |
| Q3 2025 | $231K |
| Q3 2025 | $5.1M |
| Q3 2025 | $47.6M |
| Q4 2025 | $24.3M |
| Q4 2025 | $280K |
| Q4 2025 | $223K |
| Q4 2025 | $227K |
| Q4 2025 | $5.2M |
| Q4 2025 | $44.4M |
| Q1 2026 | $14.1M |
| Q1 2026 | $227K |
| Q1 2026 | $2.3M |
| Q1 2026 | $40.9M |
| Q2 2026 | $16.1M |
| Q2 2026 | $324K |
| Q2 2026 | $228K |
| Q2 2026 | $2.8M |
| Q2 2026 | $714K |
| Q3 2026 | $16.2M |
| Q3 2026 | $330K |
| Q3 2026 | $240K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 99.3K | — | — |
| Q3 2026 | $240K | 5.7K | — | — |
| Q3 2026 | $330K | 11.0K | — | — |
| Q3 2026 | $16.2M | 553.4K | — | — |
| Q2 2026 | $714K | 29.0K | — | — |
| Q2 2026 | $2.8M | 99.3K | — | — |
| Q2 2026 | $228K | 5.7K | — | — |
| Q2 2026 | $324K | 11.0K | — | — |
| Q2 2026 | $16.1M | 554.5K | — | — |
| Q1 2026 | $40.9M | 1.64M | — | — |
| Q1 2026 | $2.3M | 91.8K | — | — |
| Q1 2026 | $227K | 5.9K | — | — |
| Q1 2026 | $14.1M | 563.4K | — | — |
| Q4 2025 | $44.4M | 1.77M | — | — |
| Q4 2025 | $5.2M | 216.1K | — | — |
| Q4 2025 | $227K | 7.2K | — | — |
| Q4 2025 | $223K | 6.2K | — | — |
| Q4 2025 | $280K | 10.4K | — | — |
| Q4 2025 | $24.3M | 925.1K | — | — |
| Q3 2025 | $47.6M | 1.89M | — | — |
| Q3 2025 | $5.1M | 220.5K | — | — |
| Q3 2025 | $231K | 6.4K | — | — |
| Q3 2025 | $26.2M | 1.02M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B