Back to SCHW-PJ
OLIO Financial Planning → SCHW-PJ
OLIO Financial Planning SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$5.2M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $650K |
| Q4 2025 | $1.3M |
| Q4 2025 | $4.4M |
| Q1 2026 | $622K |
| Q1 2026 | $1.3M |
| Q1 2026 | $4.8M |
| Q2 2026 | $718K |
| Q2 2026 | $1.3M |
| Q2 2026 | $5.1M |
| Q3 2026 | $726K |
| Q3 2026 | $1.2M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 160.2K | — | — |
| Q3 2026 | $1.2M | 33.9K | — | — |
| Q3 2026 | $726K | 24.8K | — | — |
| Q2 2026 | $5.1M | 161.4K | — | — |
| Q2 2026 | $1.3M | 35.6K | — | — |
| Q2 2026 | $718K | 24.8K | — | — |
| Q1 2026 | $4.8M | 155.5K | — | — |
| Q1 2026 | $1.3M | 38.7K | — | — |
| Q1 2026 | $622K | 24.8K | — | — |
| Q4 2025 | $4.4M | 159.4K | — | — |
| Q4 2025 | $1.3M | 39.9K | — | — |
| Q4 2025 | $650K | 24.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B