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Nabity-Jensen Investment Management Inc → SCHW-PJ
Nabity-Jensen Investment Management Inc SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$1.3M
Q3 2026
Peak value
$5.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $5.2M |
| Q4 2025 | $1.6M |
| Q4 2025 | $2.9M |
| Q1 2026 | $1M |
| Q1 2026 | $4.7M |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1M |
| Q2 2026 | $5.5M |
| Q2 2026 | $2M |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.1M |
| Q3 2026 | $5.8M |
| Q3 2026 | $2M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 38.5K | — | — |
| Q3 2026 | $2M | 65.0K | — | — |
| Q3 2026 | $5.8M | 161.3K | — | — |
| Q3 2026 | $1.1M | 11.1K | — | — |
| Q2 2026 | $1.2M | 38.5K | — | — |
| Q2 2026 | $2M | 64.6K | — | — |
| Q2 2026 | $5.5M | 161.3K | — | — |
| Q2 2026 | $1M | 11.1K | — | — |
| Q1 2026 | $1.2M | 38.5K | — | — |
| Q1 2026 | $1.8M | 62.9K | — | — |
| Q1 2026 | $4.7M | 161.4K | — | — |
| Q1 2026 | $1M | 11.1K | — | — |
| Q4 2025 | $2.9M | 104.4K | — | — |
| Q4 2025 | $1.6M | 58.7K | — | — |
| Q4 2025 | $5.2M | 160.1K | — | — |
| Q4 2025 | $1.1M | 11.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B