Back to SCHW-PJ
John Boyer, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
33
Latest value
$18K
Q3 2026
Peak value
$35.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $30.9M |
| Q3 2025 | $4M |
| Q3 2025 | $1.1M |
| Q3 2025 | $3M |
| Q3 2025 | $3.3M |
| Q3 2025 | $453K |
| Q4 2025 | $29.7M |
| Q4 2025 | $4.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $3M |
| Q4 2025 | $3.4M |
| Q4 2025 | $478K |
| Q1 2026 | $28.8M |
| Q1 2026 | $3.9M |
| Q1 2026 | $1.2M |
| Q1 2026 | $3.1M |
| Q1 2026 | $3.1M |
| Q1 2026 | $492K |
| Q2 2026 | $34.6M |
| Q2 2026 | $4.4M |
| Q2 2026 | $1.3M |
| Q2 2026 | $3.7M |
| Q2 2026 | $3.9M |
| Q2 2026 | $554K |
| Q3 2026 | $24K |
| Q3 2026 | $35.8M |
| Q3 2026 | $4.5M |
| Q3 2026 | $1.3M |
| Q3 2026 | $3.4M |
| Q3 2026 | $3.5M |
| Q3 2026 | $179K |
| Q3 2026 | $549K |
| Q3 2026 | $18K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18K | 832 | — | — |
| Q3 2026 | $549K | 20.0K | — | — |
| Q3 2026 | $179K | 5.5K | — | — |
| Q3 2026 | $3.5M | 106.7K | — | — |
| Q3 2026 | $3.4M | 99.6K | — | — |
| Q3 2026 | $1.3M | 38.0K | — | — |
| Q3 2026 | $4.5M | 149.5K | — | — |
| Q3 2026 | $35.8M | 1.22M | — | — |
| Q3 2026 | $24K | 246 | — | — |
| Q2 2026 | $554K | 20.0K | — | — |
| Q2 2026 | $3.9M | 106.7K | — | — |
| Q2 2026 | $3.7M | 100.3K | — | — |
| Q2 2026 | $1.3M | 37.9K | — | — |
| Q2 2026 | $4.4M | 150.3K | — | — |
| Q2 2026 | $34.6M | 1.19M | — | — |
| Q1 2026 | $492K | 19.9K | — | — |
| Q1 2026 | $3.1M | 108.0K | — | — |
| Q1 2026 | $3.1M | 100.7K | — | — |
| Q1 2026 | $1.2M | 38.7K | — | — |
| Q1 2026 | $3.9M | 151.6K | — | — |
| Q1 2026 | $28.8M | 1.15M | — | — |
| Q4 2025 | $478K | 19.9K | — | — |
| Q4 2025 | $3.4M | 119.2K | — | — |
| Q4 2025 | $3M | 100.8K | — | — |
| Q4 2025 | $1.1M | 38.6K | — | — |
| Q4 2025 | $4.1M | 151.2K | — | — |
| Q4 2025 | $29.7M | 1.13M | — | — |
| Q3 2025 | $453K | 19.4K | — | — |
| Q3 2025 | $3.3M | 118.8K | — | — |
| Q3 2025 | $3M | 101.0K | — | — |
| Q3 2025 | $1.1M | 38.3K | — | — |
| Q3 2025 | $4M | 151.1K | — | — |
| Q3 2025 | $30.9M | 1.20M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B