Back to SCHW-PJ
Johnson Financial Group, LLC → SCHW-PJ
Johnson Financial Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
40
Latest value
$67.4M
Q3 2026
Peak value
$67.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.8M |
| Q4 2025 | $1.7M |
| Q4 2025 | $245K |
| Q4 2025 | $6.3M |
| Q4 2025 | $15.5M |
| Q4 2025 | $2.7M |
| Q4 2025 | $2.1M |
| Q4 2025 | $4.1M |
| Q4 2025 | $33.8M |
| Q1 2026 | $7.8M |
| Q1 2026 | $5.6M |
| Q1 2026 | $2.8M |
| Q1 2026 | $295K |
| Q1 2026 | $6.1M |
| Q1 2026 | $16M |
| Q1 2026 | $2.2M |
| Q1 2026 | $2.3M |
| Q1 2026 | $3.6M |
| Q1 2026 | $28.2M |
| Q2 2026 | $294K |
| Q2 2026 | $8.9M |
| Q2 2026 | $6.6M |
| Q2 2026 | $3.1M |
| Q2 2026 | $332K |
| Q2 2026 | $6.6M |
| Q2 2026 | $12.5M |
| Q2 2026 | $1.5M |
| Q2 2026 | $2.7M |
| Q2 2026 | $3.6M |
| Q2 2026 | $54.4M |
| Q3 2026 | $9.1M |
| Q3 2026 | $12M |
| Q3 2026 | $6M |
| Q3 2026 | $297K |
| Q3 2026 | $6.5M |
| Q3 2026 | $12.2M |
| Q3 2026 | $1.4M |
| Q3 2026 | $2.5M |
| Q3 2026 | $3.5M |
| Q3 2026 | $67.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $67.4M | 1.35M | — | — |
| Q3 2026 | $3.5M | 146.6K | — | — |
| Q3 2026 | $2.5M | 105.6K | — | — |
| Q3 2026 | $1.4M | 63.7K | — | — |
| Q3 2026 | $12.2M | 445.0K | — | — |
| Q3 2026 | $6.5M | 177.6K | — | — |
| Q3 2026 | $297K | 9.1K | — | — |
| Q3 2026 | $6M | 180.4K | — | — |
| Q3 2026 | $12M | 333.7K | — | — |
| Q3 2026 | $9.1M | 303.8K | — | — |
| Q2 2026 | $54.4M | 1.13M | — | — |
| Q2 2026 | $3.6M | 150.9K | — | — |
| Q2 2026 | $2.7M | 108.4K | — | — |
| Q2 2026 | $1.5M | 64.3K | — | — |
| Q2 2026 | $12.5M | 450.4K | — | — |
| Q2 2026 | $6.6M | 182.7K | — | — |
| Q2 2026 | $332K | 9.2K | — | — |
| Q2 2026 | $3.1M | 90.2K | — | — |
| Q2 2026 | $6.6M | 194.3K | — | — |
| Q2 2026 | $8.9M | 303.9K | — | — |
| Q2 2026 | $294K | 3.2K | — | — |
| Q1 2026 | $28.2M | 604.4K | — | — |
| Q1 2026 | $3.6M | 148.3K | — | — |
| Q1 2026 | $2.3M | 93.4K | — | — |
| Q1 2026 | $2.2M | 101.2K | — | — |
| Q1 2026 | $16M | 646.8K | — | — |
| Q1 2026 | $6.1M | 186.6K | — | — |
| Q1 2026 | $295K | 10.2K | — | — |
| Q1 2026 | $2.8M | 90.2K | — | — |
| Q1 2026 | $5.6M | 191.8K | — | — |
| Q1 2026 | $7.8M | 303.9K | — | — |
| Q4 2025 | $33.8M | 741.7K | — | — |
| Q4 2025 | $4.1M | 168.5K | — | — |
| Q4 2025 | $2.1M | 83.8K | — | — |
| Q4 2025 | $2.7M | 129.0K | — | — |
| Q4 2025 | $15.5M | 646.4K | — | — |
| Q4 2025 | $6.3M | 191.6K | — | — |
| Q4 2025 | $245K | 8.6K | — | — |
| Q4 2025 | $1.7M | 52.2K | — | — |
| Q4 2025 | $6.8M | 251.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B