Back to SCHW-PJ
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. → SCHW-PJ
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
56
Latest value
$3.8M
Q3 2026
Peak value
$29.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $27.7M |
| Q4 2025 | $8.2M |
| Q4 2025 | $698K |
| Q4 2025 | $393K |
| Q4 2025 | $8.7M |
| Q4 2025 | $8.9M |
| Q4 2025 | $5.4M |
| Q4 2025 | $270K |
| Q4 2025 | $6.7M |
| Q4 2025 | $12.2M |
| Q4 2025 | $3.3M |
| Q4 2025 | $1.9M |
| Q4 2025 | $553K |
| Q4 2025 | $3.8M |
| Q1 2026 | $25.7M |
| Q1 2026 | $7.8M |
| Q1 2026 | $625K |
| Q1 2026 | $404K |
| Q1 2026 | $8.7M |
| Q1 2026 | $8.7M |
| Q1 2026 | $5.2M |
| Q1 2026 | $278K |
| Q1 2026 | $7.4M |
| Q1 2026 | $12.1M |
| Q1 2026 | $3.3M |
| Q1 2026 | $1.9M |
| Q1 2026 | $497K |
| Q1 2026 | $3.8M |
| Q2 2026 | $29.1M |
| Q2 2026 | $8.9M |
| Q2 2026 | $726K |
| Q2 2026 | $462K |
| Q2 2026 | $10.3M |
| Q2 2026 | $10.3M |
| Q2 2026 | $5.8M |
| Q2 2026 | $326K |
| Q2 2026 | $7.4M |
| Q2 2026 | $13.5M |
| Q2 2026 | $3.3M |
| Q2 2026 | $2.1M |
| Q2 2026 | $496K |
| Q2 2026 | $3.8M |
| Q3 2026 | $29.2M |
| Q3 2026 | $8.9M |
| Q3 2026 | $771K |
| Q3 2026 | $424K |
| Q3 2026 | $9.4M |
| Q3 2026 | $9.4M |
| Q3 2026 | $5.7M |
| Q3 2026 | $295K |
| Q3 2026 | $7.6M |
| Q3 2026 | $13.2M |
| Q3 2026 | $3.1M |
| Q3 2026 | $1.9M |
| Q3 2026 | $478K |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 76.2K | — | — |
| Q3 2026 | $478K | 19.0K | — | — |
| Q3 2026 | $1.9M | 87.0K | — | — |
| Q3 2026 | $3.1M | 140.5K | — | — |
| Q3 2026 | $13.2M | 481.6K | — | — |
| Q3 2026 | $7.6M | 233.8K | — | — |
| Q3 2026 | $295K | 8.4K | — | — |
| Q3 2026 | $5.7M | 155.5K | — | — |
| Q3 2026 | $9.4M | 288.6K | — | — |
| Q3 2026 | $9.4M | 275.8K | — | — |
| Q3 2026 | $424K | 12.7K | — | — |
| Q3 2026 | $771K | 21.5K | — | — |
| Q3 2026 | $8.9M | 296.8K | — | — |
| Q3 2026 | $29.2M | 997.3K | — | — |
| Q2 2026 | $3.8M | 78.7K | — | — |
| Q2 2026 | $496K | 18.7K | — | — |
| Q2 2026 | $2.1M | 87.1K | — | — |
| Q2 2026 | $3.3M | 141.6K | — | — |
| Q2 2026 | $13.5M | 488.6K | — | — |
| Q2 2026 | $7.4M | 234.0K | — | — |
| Q2 2026 | $326K | 8.6K | — | — |
| Q2 2026 | $5.8M | 159.1K | — | — |
| Q2 2026 | $10.3M | 286.4K | — | — |
| Q2 2026 | $10.3M | 280.5K | — | — |
| Q2 2026 | $462K | 13.3K | — | — |
| Q2 2026 | $726K | 21.5K | — | — |
| Q2 2026 | $8.9M | 300.9K | — | — |
| Q2 2026 | $29.1M | 1.00M | — | — |
| Q1 2026 | $3.8M | 80.3K | — | — |
| Q1 2026 | $497K | 18.7K | — | — |
| Q1 2026 | $1.9M | 87.3K | — | — |
| Q1 2026 | $3.3M | 141.0K | — | — |
| Q1 2026 | $12.1M | 490.8K | — | — |
| Q1 2026 | $7.4M | 242.4K | — | — |
| Q1 2026 | $278K | 8.6K | — | — |
| Q1 2026 | $5.2M | 158.7K | — | — |
| Q1 2026 | $8.7M | 299.0K | — | — |
| Q1 2026 | $8.7M | 280.7K | — | — |
| Q1 2026 | $404K | 13.3K | — | — |
| Q1 2026 | $625K | 21.4K | — | — |
| Q1 2026 | $7.8M | 305.2K | — | — |
| Q1 2026 | $25.7M | 1.02M | — | — |
| Q4 2025 | $3.8M | 83.4K | — | — |
| Q4 2025 | $553K | 20.9K | — | — |
| Q4 2025 | $1.9M | 91.6K | — | — |
| Q4 2025 | $3.3M | 142.3K | — | — |
| Q4 2025 | $12.2M | 507.8K | — | — |
| Q4 2025 | $6.7M | 242.6K | — | — |
| Q4 2025 | $270K | 8.6K | — | — |
| Q4 2025 | $5.4M | 163.5K | — | — |
| Q4 2025 | $8.9M | 311.2K | — | — |
| Q4 2025 | $8.7M | 290.2K | — | — |
| Q4 2025 | $393K | 13.3K | — | — |
| Q4 2025 | $698K | 21.4K | — | — |
| Q4 2025 | $8.2M | 304.6K | — | — |
| Q4 2025 | $27.7M | 1.06M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B