Back to SCHW-PJ
Persium Advisors, LLC → SCHW-PJ
Persium Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$38.2M
Q3 2026
Peak value
$38.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25.1M |
| Q3 2025 | $23.9M |
| Q3 2025 | $31.6M |
| Q4 2025 | $25.7M |
| Q4 2025 | $25M |
| Q4 2025 | $33.5M |
| Q1 2026 | $23.6M |
| Q1 2026 | $25.3M |
| Q1 2026 | $34M |
| Q2 2026 | $26.8M |
| Q2 2026 | $26.8M |
| Q2 2026 | $27.9M |
| Q2 2026 | $27.9M |
| Q2 2026 | $38.5M |
| Q2 2026 | $38.5M |
| Q3 2026 | $26.8M |
| Q3 2026 | $25.5M |
| Q3 2026 | $38.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $38.2M | 1.39M | — | — |
| Q3 2026 | $25.5M | 765.3K | — | — |
| Q3 2026 | $26.8M | 745.7K | — | — |
| Q2 2026 | $38.5M | 1.39M | — | — |
| Q2 2026 | $38.5M | 1.39M | — | — |
| Q2 2026 | $27.9M | 801.8K | — | — |
| Q2 2026 | $27.9M | 801.8K | — | — |
| Q2 2026 | $26.8M | 791.1K | — | — |
| Q2 2026 | $26.8M | 791.1K | — | — |
| Q1 2026 | $34M | 1.37M | — | — |
| Q1 2026 | $25.3M | 828.6K | — | — |
| Q1 2026 | $23.6M | 811.2K | — | — |
| Q4 2025 | $33.5M | 1.39M | — | — |
| Q4 2025 | $25M | 845.2K | — | — |
| Q4 2025 | $25.7M | 786.5K | — | — |
| Q3 2025 | $31.6M | 1.36M | — | — |
| Q3 2025 | $23.9M | 821.7K | — | — |
| Q3 2025 | $25.1M | 787.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B