Back to SCHW-PJ
Live Oak Investment Partners → SCHW-PJ
Live Oak Investment Partners SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
7
Latest value
$464K
Q3 2026
Peak value
$9.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $263K |
| Q3 2025 | $407K |
| Q3 2025 | $9.9M |
| Q4 2025 | $415K |
| Q1 2026 | $397K |
| Q2 2026 | $458K |
| Q3 2026 | $464K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $464K | 15.8K | — | — |
| Q2 2026 | $458K | 15.8K | — | — |
| Q1 2026 | $397K | 15.8K | — | — |
| Q4 2025 | $415K | 15.8K | — | — |
| Q3 2025 | $9.9M | 196.4K | — | — |
| Q3 2025 | $407K | 15.8K | — | — |
| Q3 2025 | $263K | 5.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B