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Pullen Investment Management, LLC → SCHW-PJ
Pullen Investment Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
6
Latest value
$4.9M
Q3 2026
Peak value
$5.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.2M |
| Q3 2025 | $209K |
| Q4 2025 | $4.6M |
| Q1 2026 | $4.4M |
| Q2 2026 | $5.1M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 168.9K | — | — |
| Q2 2026 | $5.1M | 174.8K | — | — |
| Q1 2026 | $4.4M | 175.2K | — | — |
| Q4 2025 | $4.6M | 175.2K | — | — |
| Q3 2025 | $209K | 7.2K | — | — |
| Q3 2025 | $5.2M | 201.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B