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Investors Research Corp → SCHW-PJ
Investors Research Corp SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
45
Latest value
$46K
Q3 2026
Peak value
$25.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $53K |
| Q4 2025 | $136K |
| Q4 2025 | $19.9M |
| Q4 2025 | $2M |
| Q4 2025 | $63K |
| Q4 2025 | $2.7M |
| Q4 2025 | $12K |
| Q4 2025 | $7.3M |
| Q4 2025 | $35K |
| Q4 2025 | $166K |
| Q4 2025 | $15K |
| Q4 2025 | $5K |
| Q4 2025 | $48K |
| Q1 2026 | $55K |
| Q1 2026 | $118K |
| Q1 2026 | $19.2M |
| Q1 2026 | $1.8M |
| Q1 2026 | $43K |
| Q1 2026 | $2.7M |
| Q1 2026 | $8.6M |
| Q1 2026 | $36K |
| Q1 2026 | $165K |
| Q1 2026 | $5K |
| Q1 2026 | $4K |
| Q1 2026 | $48K |
| Q2 2026 | $45K |
| Q2 2026 | $116K |
| Q2 2026 | $23M |
| Q2 2026 | $2.1M |
| Q2 2026 | $3.3M |
| Q2 2026 | $9.2M |
| Q2 2026 | $40K |
| Q2 2026 | $164K |
| Q2 2026 | $5K |
| Q2 2026 | $48K |
| Q3 2026 | $38K |
| Q3 2026 | $118K |
| Q3 2026 | $25.5M |
| Q3 2026 | $2M |
| Q3 2026 | $3M |
| Q3 2026 | $9.8M |
| Q3 2026 | $20K |
| Q3 2026 | $157K |
| Q3 2026 | $5K |
| Q3 2026 | $46K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $46K | 1.8K | — | — |
| Q3 2026 | $5K | 231 | — | — |
| Q3 2026 | $157K | 7.1K | — | — |
| Q3 2026 | $20K | 729 | — | — |
| Q3 2026 | $9.8M | 302.6K | — | — |
| Q3 2026 | $3M | 90.6K | — | — |
| Q3 2026 | $2M | 54.4K | — | — |
| Q3 2026 | $25.5M | 851.4K | — | — |
| Q3 2026 | $118K | 4.0K | — | — |
| Q3 2026 | $38K | 390 | — | — |
| Q2 2026 | $48K | 1.8K | — | — |
| Q2 2026 | $5K | 231 | — | — |
| Q2 2026 | $164K | 7.1K | — | — |
| Q2 2026 | $40K | 1.5K | — | — |
| Q2 2026 | $9.2M | 290.4K | — | — |
| Q2 2026 | $3.3M | 90.7K | — | — |
| Q2 2026 | $2.1M | 61.6K | — | — |
| Q2 2026 | $23M | 780.9K | — | — |
| Q2 2026 | $116K | 4.0K | — | — |
| Q2 2026 | $45K | 487 | — | — |
| Q1 2026 | $48K | 1.8K | — | — |
| Q1 2026 | $4K | 180 | — | — |
| Q1 2026 | $5K | 231 | — | — |
| Q1 2026 | $165K | 7.1K | — | — |
| Q1 2026 | $36K | 1.5K | — | — |
| Q1 2026 | $8.6M | 280.2K | — | — |
| Q1 2026 | $2.7M | 93.0K | — | — |
| Q1 2026 | $43K | 1.4K | — | — |
| Q1 2026 | $1.8M | 62.4K | — | — |
| Q1 2026 | $19.2M | 748.0K | — | — |
| Q1 2026 | $118K | 4.7K | — | — |
| Q1 2026 | $55K | 583 | — | — |
| Q4 2025 | $48K | 1.8K | — | — |
| Q4 2025 | $5K | 180 | — | — |
| Q4 2025 | $15K | 720 | — | — |
| Q4 2025 | $166K | 7.1K | — | — |
| Q4 2025 | $35K | 1.5K | — | — |
| Q4 2025 | $7.3M | 267.4K | — | — |
| Q4 2025 | $12K | 426 | — | — |
| Q4 2025 | $2.7M | 93.9K | — | — |
| Q4 2025 | $63K | 2.1K | — | — |
| Q4 2025 | $2M | 59.8K | — | — |
| Q4 2025 | $19.9M | 741.1K | — | — |
| Q4 2025 | $136K | 5.2K | — | — |
| Q4 2025 | $53K | 530 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B