Back to SCHW-PJ
LCW Services, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$823K
Q3 2026
Peak value
$39.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $249K |
| Q4 2025 | $29M |
| Q4 2025 | $274K |
| Q1 2026 | $256K |
| Q1 2026 | $31.7M |
| Q1 2026 | $841K |
| Q2 2026 | $338K |
| Q2 2026 | $36.9M |
| Q2 2026 | $891K |
| Q3 2026 | $352K |
| Q3 2026 | $39.4M |
| Q3 2026 | $823K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $823K | 37.3K | — | — |
| Q3 2026 | $39.4M | 1.43M | — | — |
| Q3 2026 | $352K | 11.7K | — | — |
| Q2 2026 | $891K | 37.6K | — | — |
| Q2 2026 | $36.9M | 1.33M | — | — |
| Q2 2026 | $338K | 11.5K | — | — |
| Q1 2026 | $841K | 39.1K | — | — |
| Q1 2026 | $31.7M | 1.28M | — | — |
| Q1 2026 | $256K | 10.0K | — | — |
| Q4 2025 | $274K | 13.1K | — | — |
| Q4 2025 | $29M | 1.21M | — | — |
| Q4 2025 | $249K | 9.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B