Back to SCHW-PJ
Johnson Bixby & Associates, LLC → SCHW-PJ
Johnson Bixby & Associates, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
41
Latest value
$2.7M
Q3 2026
Peak value
$48M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $240K |
| Q3 2025 | $1.4M |
| Q3 2025 | $15.6M |
| Q3 2025 | $35.1M |
| Q3 2025 | $7.5M |
| Q3 2025 | $2.4M |
| Q3 2025 | $263K |
| Q3 2025 | $2.5M |
| Q4 2025 | $245K |
| Q4 2025 | $1.3M |
| Q4 2025 | $19.3M |
| Q4 2025 | $38.5M |
| Q4 2025 | $6.8M |
| Q4 2025 | $2.5M |
| Q4 2025 | $264K |
| Q4 2025 | $2.5M |
| Q1 2026 | $234K |
| Q1 2026 | $263K |
| Q1 2026 | $1.2M |
| Q1 2026 | $21.9M |
| Q1 2026 | $42.8M |
| Q1 2026 | $9.7M |
| Q1 2026 | $17.8M |
| Q1 2026 | $296K |
| Q1 2026 | $2.4M |
| Q2 2026 | $282K |
| Q2 2026 | $1.4M |
| Q2 2026 | $23.7M |
| Q2 2026 | $47.1M |
| Q2 2026 | $11.7M |
| Q2 2026 | $20.5M |
| Q2 2026 | $306K |
| Q2 2026 | $2.7M |
| Q3 2026 | $288K |
| Q3 2026 | $1.4M |
| Q3 2026 | $25.7M |
| Q3 2026 | $48M |
| Q3 2026 | $11.2M |
| Q3 2026 | $20.3M |
| Q3 2026 | $314K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 97.4K | — | — |
| Q3 2026 | $314K | 9.6K | — | — |
| Q3 2026 | $20.3M | 644.6K | — | — |
| Q3 2026 | $11.2M | 319.2K | — | — |
| Q3 2026 | $48M | 892.5K | — | — |
| Q3 2026 | $25.7M | 614.9K | — | — |
| Q3 2026 | $1.4M | 37.5K | — | — |
| Q3 2026 | $288K | 9.8K | — | — |
| Q2 2026 | $2.7M | 97.4K | — | — |
| Q2 2026 | $306K | 9.6K | — | — |
| Q2 2026 | $20.5M | 660.6K | — | — |
| Q2 2026 | $11.7M | 307.5K | — | — |
| Q2 2026 | $47.1M | 892.9K | — | — |
| Q2 2026 | $23.7M | 597.0K | — | — |
| Q2 2026 | $1.4M | 37.7K | — | — |
| Q2 2026 | $282K | 9.7K | — | — |
| Q1 2026 | $2.4M | 96.5K | — | — |
| Q1 2026 | $296K | 9.6K | — | — |
| Q1 2026 | $17.8M | 637.5K | — | — |
| Q1 2026 | $9.7M | 298.9K | — | — |
| Q1 2026 | $42.8M | 875.6K | — | — |
| Q1 2026 | $21.9M | 573.1K | — | — |
| Q1 2026 | $1.2M | 37.6K | — | — |
| Q1 2026 | $263K | 9.0K | — | — |
| Q1 2026 | $234K | 9.3K | — | — |
| Q4 2025 | $2.5M | 102.7K | — | — |
| Q4 2025 | $264K | 9.6K | — | — |
| Q4 2025 | $2.5M | 90.7K | — | — |
| Q4 2025 | $6.8M | 214.6K | — | — |
| Q4 2025 | $38.5M | 851.4K | — | — |
| Q4 2025 | $19.3M | 533.9K | — | — |
| Q4 2025 | $1.3M | 39.8K | — | — |
| Q4 2025 | $245K | 9.3K | — | — |
| Q3 2025 | $2.5M | 106.4K | — | — |
| Q3 2025 | $263K | 9.6K | — | — |
| Q3 2025 | $2.4M | 89.9K | — | — |
| Q3 2025 | $7.5M | 241.3K | — | — |
| Q3 2025 | $35.1M | 816.4K | — | — |
| Q3 2025 | $15.6M | 431.7K | — | — |
| Q3 2025 | $1.4M | 41.6K | — | — |
| Q3 2025 | $240K | 9.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B