Back to SCHW-PJ
Oath Planning, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$572K
Q3 2026
Peak value
$6.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.1M |
| Q4 2025 | $1.2M |
| Q4 2025 | $522K |
| Q1 2026 | $4.8M |
| Q1 2026 | $1.3M |
| Q1 2026 | $536K |
| Q2 2026 | $5.8M |
| Q2 2026 | $1.4M |
| Q2 2026 | $553K |
| Q3 2026 | $6.9M |
| Q3 2026 | $1.4M |
| Q3 2026 | $572K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $572K | 11.5K | — | — |
| Q3 2026 | $1.4M | 51.0K | — | — |
| Q3 2026 | $6.9M | 128.6K | — | — |
| Q2 2026 | $553K | 11.5K | — | — |
| Q2 2026 | $1.4M | 50.2K | — | — |
| Q2 2026 | $5.8M | 109.0K | — | — |
| Q1 2026 | $536K | 11.5K | — | — |
| Q1 2026 | $1.3M | 51.3K | — | — |
| Q1 2026 | $4.8M | 97.3K | — | — |
| Q4 2025 | $522K | 11.5K | — | — |
| Q4 2025 | $1.2M | 51.3K | — | — |
| Q4 2025 | $4.1M | 91.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B