Back to SCHW-PJ
Investment Research Partners LLC → SCHW-PJ
Investment Research Partners LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$3.6M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $474K |
| Q3 2025 | $348K |
| Q3 2025 | $304K |
| Q3 2025 | $817K |
| Q3 2025 | $2.8M |
| Q4 2025 | $350K |
| Q4 2025 | $459K |
| Q4 2025 | $362K |
| Q4 2025 | $309K |
| Q4 2025 | $855K |
| Q4 2025 | $2.7M |
| Q1 2026 | $373K |
| Q1 2026 | $399K |
| Q1 2026 | $375K |
| Q1 2026 | $316K |
| Q1 2026 | $913K |
| Q1 2026 | $3.1M |
| Q2 2026 | $569K |
| Q2 2026 | $490K |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.4M |
| Q3 2026 | $747K |
| Q3 2026 | $451K |
| Q3 2026 | $1.2M |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 150.2K | — | — |
| Q3 2026 | $1.2M | 55.5K | — | — |
| Q3 2026 | $451K | 13.8K | — | — |
| Q3 2026 | $747K | 24.9K | — | — |
| Q2 2026 | $3.4M | 141.0K | — | — |
| Q2 2026 | $1.2M | 50.8K | — | — |
| Q2 2026 | $490K | 13.6K | — | — |
| Q2 2026 | $569K | 19.3K | — | — |
| Q1 2026 | $3.1M | 127.7K | — | — |
| Q1 2026 | $913K | 39.3K | — | — |
| Q1 2026 | $316K | 11.4K | — | — |
| Q1 2026 | $375K | 12.9K | — | — |
| Q1 2026 | $399K | 13.7K | — | — |
| Q1 2026 | $373K | 14.6K | — | — |
| Q4 2025 | $2.7M | 111.2K | — | — |
| Q4 2025 | $855K | 36.6K | — | — |
| Q4 2025 | $309K | 11.4K | — | — |
| Q4 2025 | $362K | 12.7K | — | — |
| Q4 2025 | $459K | 14.1K | — | — |
| Q4 2025 | $350K | 13.0K | — | — |
| Q3 2025 | $2.8M | 114.0K | — | — |
| Q3 2025 | $817K | 34.6K | — | — |
| Q3 2025 | $304K | 11.4K | — | — |
| Q3 2025 | $348K | 12.4K | — | — |
| Q3 2025 | $474K | 14.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B