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Kaizen Financial Strategies → SCHW-PJ
Kaizen Financial Strategies SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
38
Latest value
$1.3M
Q3 2026
Peak value
$17.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.7M |
| Q3 2025 | $332K |
| Q3 2025 | $304K |
| Q3 2025 | $1.9M |
| Q3 2025 | $939K |
| Q3 2025 | $1.6M |
| Q3 2025 | $2.1M |
| Q4 2025 | $210K |
| Q4 2025 | $17.7M |
| Q4 2025 | $345K |
| Q4 2025 | $402K |
| Q4 2025 | $1.8M |
| Q4 2025 | $969K |
| Q4 2025 | $1.6M |
| Q4 2025 | $2.3M |
| Q1 2026 | $17.8M |
| Q1 2026 | $382K |
| Q1 2026 | $447K |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.1M |
| Q1 2026 | $2M |
| Q1 2026 | $271K |
| Q1 2026 | $2.2M |
| Q2 2026 | $17.7M |
| Q2 2026 | $442K |
| Q2 2026 | $541K |
| Q2 2026 | $1.1M |
| Q2 2026 | $3.6M |
| Q2 2026 | $2.2M |
| Q2 2026 | $1.9M |
| Q3 2026 | $205K |
| Q3 2026 | $16.7M |
| Q3 2026 | $415K |
| Q3 2026 | $562K |
| Q3 2026 | $936K |
| Q3 2026 | $5.6M |
| Q3 2026 | $3.3M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 56.3K | — | — |
| Q3 2026 | $3.3M | 95.5K | — | — |
| Q3 2026 | $5.6M | 104.5K | — | — |
| Q3 2026 | $936K | 22.4K | — | — |
| Q3 2026 | $562K | 17.2K | — | — |
| Q3 2026 | $415K | 12.2K | — | — |
| Q3 2026 | $16.7M | 464.3K | — | — |
| Q3 2026 | $205K | 2.1K | — | — |
| Q2 2026 | $1.9M | 79.0K | — | — |
| Q2 2026 | $2.2M | 58.2K | — | — |
| Q2 2026 | $3.6M | 69.5K | — | — |
| Q2 2026 | $1.1M | 28.3K | — | — |
| Q2 2026 | $541K | 15.2K | — | — |
| Q2 2026 | $442K | 12.1K | — | — |
| Q2 2026 | $17.7M | 519.6K | — | — |
| Q1 2026 | $2.2M | 86.8K | — | — |
| Q1 2026 | $271K | 8.8K | — | — |
| Q1 2026 | $2M | 57.1K | — | — |
| Q1 2026 | $1.1M | 21.4K | — | — |
| Q1 2026 | $1.7M | 43.0K | — | — |
| Q1 2026 | $447K | 14.1K | — | — |
| Q1 2026 | $382K | 11.5K | — | — |
| Q1 2026 | $17.8M | 554.4K | — | — |
| Q4 2025 | $2.3M | 93.5K | — | — |
| Q4 2025 | $1.6M | 50.1K | — | — |
| Q4 2025 | $969K | 21.4K | — | — |
| Q4 2025 | $1.8M | 49.6K | — | — |
| Q4 2025 | $402K | 14.1K | — | — |
| Q4 2025 | $345K | 11.5K | — | — |
| Q4 2025 | $17.7M | 543.7K | — | — |
| Q4 2025 | $210K | 2.1K | — | — |
| Q3 2025 | $2.1M | 81.9K | — | — |
| Q3 2025 | $1.6M | 51.1K | — | — |
| Q3 2025 | $939K | 21.4K | — | — |
| Q3 2025 | $1.9M | 50.2K | — | — |
| Q3 2025 | $304K | 11.1K | — | — |
| Q3 2025 | $332K | 11.4K | — | — |
| Q3 2025 | $17.7M | 547.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B