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Leelyn Smith, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$54.1M
Q3 2026
Peak value
$54.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.8M |
| Q4 2025 | $42.3M |
| Q1 2026 | $4.8M |
| Q1 2026 | $48.7M |
| Q2 2026 | $4.9M |
| Q2 2026 | $51.7M |
| Q3 2026 | $5.3M |
| Q3 2026 | $54.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $54.1M | 1.66M | — | — |
| Q3 2026 | $5.3M | 54.6K | — | — |
| Q2 2026 | $51.7M | 1.63M | — | — |
| Q2 2026 | $4.9M | 53.4K | — | — |
| Q1 2026 | $48.7M | 1.59M | — | — |
| Q1 2026 | $4.8M | 51.3K | — | — |
| Q4 2025 | $42.3M | 1.54M | — | — |
| Q4 2025 | $4.8M | 47.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B