Back to SCHW-PJ
Newman Dignan & Sheerar, Inc. → SCHW-PJ
Newman Dignan & Sheerar, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
39
Latest value
$9.4M
Q3 2026
Peak value
$45.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q4 2025 | $41.4M |
| Q4 2025 | $7.3M |
| Q4 2025 | $4.6M |
| Q4 2025 | $4.6M |
| Q4 2025 | $3.6M |
| Q4 2025 | $384K |
| Q4 2025 | $26.2M |
| Q4 2025 | $8.1M |
| Q4 2025 | $227K |
| Q1 2026 | $1.8M |
| Q1 2026 | $40M |
| Q1 2026 | $6.3M |
| Q1 2026 | $4.5M |
| Q1 2026 | $4.6M |
| Q1 2026 | $3.7M |
| Q1 2026 | $394K |
| Q1 2026 | $28.8M |
| Q1 2026 | $8.5M |
| Q1 2026 | $227K |
| Q2 2026 | $2M |
| Q2 2026 | $45.9M |
| Q2 2026 | $7.1M |
| Q2 2026 | $5M |
| Q2 2026 | $5.5M |
| Q2 2026 | $4.6M |
| Q2 2026 | $442K |
| Q2 2026 | $29.8M |
| Q2 2026 | $9.7M |
| Q2 2026 | $219K |
| Q3 2026 | $2.1M |
| Q3 2026 | $45.4M |
| Q3 2026 | $6.8M |
| Q3 2026 | $4.2M |
| Q3 2026 | $5.1M |
| Q3 2026 | $3.9M |
| Q3 2026 | $427K |
| Q3 2026 | $28.8M |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 343.2K | — | — |
| Q3 2026 | $28.8M | 884.3K | — | — |
| Q3 2026 | $427K | 13.6K | — | — |
| Q3 2026 | $3.9M | 119.3K | — | — |
| Q3 2026 | $5.1M | 149.2K | — | — |
| Q3 2026 | $4.2M | 125.7K | — | — |
| Q3 2026 | $6.8M | 189.7K | — | — |
| Q3 2026 | $45.4M | 1.51M | — | — |
| Q3 2026 | $2.1M | 70.0K | — | — |
| Q2 2026 | $219K | 9.5K | — | — |
| Q2 2026 | $9.7M | 350.5K | — | — |
| Q2 2026 | $29.8M | 939.0K | — | — |
| Q2 2026 | $442K | 14.2K | — | — |
| Q2 2026 | $4.6M | 126.6K | — | — |
| Q2 2026 | $5.5M | 149.5K | — | — |
| Q2 2026 | $5M | 144.3K | — | — |
| Q2 2026 | $7.1M | 208.7K | — | — |
| Q2 2026 | $45.9M | 1.56M | — | — |
| Q2 2026 | $2M | 69.8K | — | — |
| Q1 2026 | $227K | 9.8K | — | — |
| Q1 2026 | $8.5M | 343.5K | — | — |
| Q1 2026 | $28.8M | 939.5K | — | — |
| Q1 2026 | $394K | 14.2K | — | — |
| Q1 2026 | $3.7M | 126.6K | — | — |
| Q1 2026 | $4.6M | 150.0K | — | — |
| Q1 2026 | $4.5M | 146.0K | — | — |
| Q1 2026 | $6.3M | 216.0K | — | — |
| Q1 2026 | $40M | 1.56M | — | — |
| Q1 2026 | $1.8M | 70.0K | — | — |
| Q4 2025 | $227K | 9.7K | — | — |
| Q4 2025 | $8.1M | 337.9K | — | — |
| Q4 2025 | $26.2M | 955.0K | — | — |
| Q4 2025 | $384K | 14.1K | — | — |
| Q4 2025 | $3.6M | 127.6K | — | — |
| Q4 2025 | $4.6M | 153.0K | — | — |
| Q4 2025 | $4.6M | 156.9K | — | — |
| Q4 2025 | $7.3M | 222.7K | — | — |
| Q4 2025 | $41.4M | 1.54M | — | — |
| Q4 2025 | $1.8M | 70.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B