Back to SCHW-PJ
Lee Financial Co SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
47
Latest value
$366K
Q3 2026
Peak value
$69.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.4M |
| Q3 2025 | $9.7M |
| Q3 2025 | $3M |
| Q3 2025 | $3.3M |
| Q3 2025 | $919K |
| Q3 2025 | $8.8M |
| Q3 2025 | $62.6M |
| Q3 2025 | $1.8M |
| Q3 2025 | $467K |
| Q4 2025 | $9.6M |
| Q4 2025 | $9.7M |
| Q4 2025 | $3.1M |
| Q4 2025 | $3.2M |
| Q4 2025 | $904K |
| Q4 2025 | $9.1M |
| Q4 2025 | $63.2M |
| Q4 2025 | $1.8M |
| Q4 2025 | $450K |
| Q1 2026 | $8.8M |
| Q1 2026 | $9.8M |
| Q1 2026 | $3.3M |
| Q1 2026 | $3.2M |
| Q1 2026 | $1.2M |
| Q1 2026 | $10M |
| Q1 2026 | $60.8M |
| Q1 2026 | $1.8M |
| Q1 2026 | $358K |
| Q2 2026 | $10M |
| Q2 2026 | $275K |
| Q2 2026 | $11.7M |
| Q2 2026 | $4.3M |
| Q2 2026 | $3.5M |
| Q2 2026 | $1.4M |
| Q2 2026 | $11.2M |
| Q2 2026 | $67.7M |
| Q2 2026 | $2M |
| Q2 2026 | $394K |
| Q3 2026 | $10.2M |
| Q3 2026 | $292K |
| Q3 2026 | $10.8M |
| Q3 2026 | $4M |
| Q3 2026 | $3.5M |
| Q3 2026 | $1.9M |
| Q3 2026 | $11.7M |
| Q3 2026 | $69.2M |
| Q3 2026 | $1.9M |
| Q3 2026 | $366K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $366K | 16.6K | — | — |
| Q3 2026 | $1.9M | 70.5K | — | — |
| Q3 2026 | $69.2M | 2.20M | — | — |
| Q3 2026 | $11.7M | 218.1K | — | — |
| Q3 2026 | $1.9M | 45.8K | — | — |
| Q3 2026 | $3.5M | 95.9K | — | — |
| Q3 2026 | $4M | 123.2K | — | — |
| Q3 2026 | $10.8M | 317.3K | — | — |
| Q3 2026 | $292K | 8.1K | — | — |
| Q3 2026 | $10.2M | 340.1K | — | — |
| Q2 2026 | $394K | 16.6K | — | — |
| Q2 2026 | $2M | 70.8K | — | — |
| Q2 2026 | $67.7M | 2.18M | — | — |
| Q2 2026 | $11.2M | 212.1K | — | — |
| Q2 2026 | $1.4M | 36.5K | — | — |
| Q2 2026 | $3.5M | 95.9K | — | — |
| Q2 2026 | $4.3M | 119.6K | — | — |
| Q2 2026 | $11.7M | 317.1K | — | — |
| Q2 2026 | $275K | 8.1K | — | — |
| Q2 2026 | $10M | 340.8K | — | — |
| Q1 2026 | $358K | 16.7K | — | — |
| Q1 2026 | $1.8M | 73.3K | — | — |
| Q1 2026 | $60.8M | 2.18M | — | — |
| Q1 2026 | $10M | 203.5K | — | — |
| Q1 2026 | $1.2M | 30.4K | — | — |
| Q1 2026 | $3.2M | 97.7K | — | — |
| Q1 2026 | $3.3M | 113.9K | — | — |
| Q1 2026 | $9.8M | 317.2K | — | — |
| Q1 2026 | $8.8M | 344.6K | — | — |
| Q4 2025 | $450K | 21.5K | — | — |
| Q4 2025 | $1.8M | 73.6K | — | — |
| Q4 2025 | $63.2M | 2.32M | — | — |
| Q4 2025 | $9.1M | 200.3K | — | — |
| Q4 2025 | $904K | 25.1K | — | — |
| Q4 2025 | $3.2M | 97.7K | — | — |
| Q4 2025 | $3.1M | 109.7K | — | — |
| Q4 2025 | $9.7M | 323.1K | — | — |
| Q4 2025 | $9.6M | 355.2K | — | — |
| Q3 2025 | $467K | 21.6K | — | — |
| Q3 2025 | $1.8M | 77.1K | — | — |
| Q3 2025 | $62.6M | 2.38M | — | — |
| Q3 2025 | $8.8M | 204.5K | — | — |
| Q3 2025 | $919K | 25.4K | — | — |
| Q3 2025 | $3.3M | 97.7K | — | — |
| Q3 2025 | $3M | 108.7K | — | — |
| Q3 2025 | $9.7M | 328.2K | — | — |
| Q3 2025 | $9.4M | 355.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B