Back to SCHW-PJ
Investment Research & Advisory Group, Inc. → SCHW-PJ
Investment Research & Advisory Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$116K
Q3 2026
Peak value
$6.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.4M |
| Q3 2025 | $14K |
| Q3 2025 | $20K |
| Q3 2025 | $83 |
| Q4 2025 | $6.6M |
| Q4 2025 | $14K |
| Q4 2025 | $20K |
| Q4 2025 | $140 |
| Q1 2026 | $6.3M |
| Q1 2026 | $17K |
| Q1 2026 | $18K |
| Q1 2026 | $158 |
| Q2 2026 | $6.2M |
| Q2 2026 | $19K |
| Q2 2026 | $21K |
| Q2 2026 | $113K |
| Q3 2026 | $6.5M |
| Q3 2026 | $20K |
| Q3 2026 | $22K |
| Q3 2026 | $116K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $116K | 3.6K | — | — |
| Q3 2026 | $22K | 619 | — | — |
| Q3 2026 | $20K | 666 | — | — |
| Q3 2026 | $6.5M | 66.2K | — | — |
| Q2 2026 | $113K | 3.6K | — | — |
| Q2 2026 | $21K | 617 | — | — |
| Q2 2026 | $19K | 664 | — | — |
| Q2 2026 | $6.2M | 67.4K | — | — |
| Q1 2026 | $158 | 5 | — | — |
| Q1 2026 | $18K | 616 | — | — |
| Q1 2026 | $17K | 662 | — | — |
| Q1 2026 | $6.3M | 66.9K | — | — |
| Q4 2025 | $140 | 5 | — | — |
| Q4 2025 | $20K | 612 | — | — |
| Q4 2025 | $14K | 549 | — | — |
| Q4 2025 | $6.6M | 66.1K | — | — |
| Q3 2025 | $83 | 3 | — | — |
| Q3 2025 | $20K | 613 | — | — |
| Q3 2025 | $14K | 547 | — | — |
| Q3 2025 | $6.4M | 66.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B