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Phillip James Consulting Co. → SCHW-PJ
Phillip James Consulting Co. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
27
Latest value
$2.1M
Q3 2026
Peak value
$11.8M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $1K |
| Q1 2026 | $273K |
| Q2 2026 | $1K |
| Q2 2026 | $23K |
| Q2 2026 | $10.3M |
| Q2 2026 | $10K |
| Q2 2026 | $7M |
| Q2 2026 | $65K |
| Q2 2026 | $5.2M |
| Q2 2026 | $3K |
| Q2 2026 | $1.9M |
| Q2 2026 | $295K |
| Q2 2026 | $279K |
| Q2 2026 | $11.5M |
| Q2 2026 | $6K |
| Q2 2026 | $56K |
| Q2 2026 | $2M |
| Q3 2026 | $1K |
| Q3 2026 | $10.2M |
| Q3 2026 | $11K |
| Q3 2026 | $6.6M |
| Q3 2026 | $4.7M |
| Q3 2026 | $1.9M |
| Q3 2026 | $300K |
| Q3 2026 | $5.9M |
| Q3 2026 | $11.8M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 42.2K | — | — |
| Q3 2026 | $11.8M | 495.7K | — | — |
| Q3 2026 | $5.9M | 215.1K | — | — |
| Q3 2026 | $300K | 5.6K | — | — |
| Q3 2026 | $1.9M | 53.5K | — | — |
| Q3 2026 | $4.7M | 143.0K | — | — |
| Q3 2026 | $6.6M | 199.6K | — | — |
| Q3 2026 | $11K | 310 | — | — |
| Q3 2026 | $10.2M | 348.7K | — | — |
| Q3 2026 | $1K | 12 | — | — |
| Q2 2026 | $2M | 42.0K | — | — |
| Q2 2026 | $56K | 1.2K | — | — |
| Q2 2026 | $6K | 244 | — | — |
| Q2 2026 | $11.5M | 476.7K | — | — |
| Q2 2026 | $279K | 11.5K | — | — |
| Q2 2026 | $295K | 5.6K | — | — |
| Q2 2026 | $1.9M | 53.7K | — | — |
| Q2 2026 | $3K | 90 | — | — |
| Q2 2026 | $5.2M | 143.8K | — | — |
| Q2 2026 | $65K | 1.8K | — | — |
| Q2 2026 | $7M | 199.8K | — | — |
| Q2 2026 | $10K | 310 | — | — |
| Q2 2026 | $10.3M | 357.1K | — | — |
| Q2 2026 | $23K | 798 | — | — |
| Q2 2026 | $1K | 12 | — | — |
| Q1 2026 | $273K | 5.6K | — | — |
| Q1 2026 | $1K | 12 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B