Back to SCHW-PJ
Oasis Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$7.1M
Q3 2026
Peak value
$23.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $495K |
| Q4 2025 | $14.4M |
| Q1 2026 | $244K |
| Q1 2026 | $20.9M |
| Q2 2026 | $19M |
| Q2 2026 | $2.2M |
| Q2 2026 | $1.7M |
| Q3 2026 | $23.2M |
| Q3 2026 | $3.2M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 219.5K | — | — |
| Q3 2026 | $3.2M | 48.1K | — | — |
| Q3 2026 | $23.2M | 645.7K | — | — |
| Q2 2026 | $1.7M | 52.3K | — | — |
| Q2 2026 | $2.2M | 31.0K | — | — |
| Q2 2026 | $19M | 560.2K | — | — |
| Q1 2026 | $20.9M | 15.14M | — | — |
| Q1 2026 | $244K | 2.6K | — | — |
| Q4 2025 | $14.4M | 440.6K | — | — |
| Q4 2025 | $495K | 18.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B