Back to SCHW-PJ
Platform Technology Partners → SCHW-PJ
Platform Technology Partners SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
11
Latest value
$219K
Q3 2026
Peak value
$13.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $697K |
| Q4 2025 | $9.6M |
| Q4 2025 | $222K |
| Q1 2026 | $759K |
| Q1 2026 | $11.7M |
| Q2 2026 | $724K |
| Q2 2026 | $13M |
| Q2 2026 | $202K |
| Q3 2026 | $777K |
| Q3 2026 | $13.6M |
| Q3 2026 | $219K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $219K | 8.0K | — | — |
| Q3 2026 | $13.6M | 419.0K | — | — |
| Q3 2026 | $777K | 8.0K | — | — |
| Q2 2026 | $202K | 7.3K | — | — |
| Q2 2026 | $13M | 409.8K | — | — |
| Q2 2026 | $724K | 7.8K | — | — |
| Q1 2026 | $11.7M | 381.6K | — | — |
| Q1 2026 | $759K | 8.1K | — | — |
| Q4 2025 | $222K | 9.2K | — | — |
| Q4 2025 | $9.6M | 350.7K | — | — |
| Q4 2025 | $697K | 7.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B