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Ramiah Investment Group → SCHW-PJ

Ramiah Investment Group SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
18
Latest value
$2.3M
Q3 2026
Peak value
$2.5M
First seen
Q2 2020

Dollar value over time

Show data table
PeriodPosition value
Q2 2020$1.1M
Q3 2020$1.1M
Q4 2020$1.2M
Q1 2021$1.4M
Q2 2021$739K
Q3 2021$763K
Q4 2021$868K
Q2 2022$339K
Q1 2024$1.1M
Q2 2024$1.2M
Q3 2024$1.4M
Q4 2024$1.5M
Q2 2025$1.4M
Q3 2025$1.8M
Q4 2025$2M
Q1 2026$2.2M
Q2 2026$2.5M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M105.1K——
Q2 2026$2.5M104.3K——
Q1 2026$2.2M103.5K——
Q4 2025$2M95.5K——
Q3 2025$1.8M82.9K——
Q2 2025$1.4M65.0K——
Q4 2024$1.5M70.6K——
Q3 2024$1.4M60.7K——
Q2 2024$1.2M59.0K——
Q1 2024$1.1M52.7K——
Q2 2022$339K7.7K——
Q4 2021$868K16.5K——
Q3 2021$763K16.7K——
Q2 2021$739K16.1K——
Q1 2021$1.4M34.9K——
Q4 2020$1.2M32.8K——
Q3 2020$1.1M31.8K——
Q2 2020$1.1M32.1K——

Other funds holding SCHW-PJ

Other Ramiah Investment Group positions

SPY

SPDR S&P 500 ETF TR

$32.3M
QQQ

INVESCO QQQ TR

$29M
ETHA

ISHARES TR

$27.4M
STT-PG

SPDR SERIES TRUST

$22.9M
SPY

SPDR S&P 500 ETF TR

$22.1M
SPY

SPDR S&P 500 ETF TR

$21.9M
SPY

STATE STR SPDR S&P 500 ETF T

$21.9M
SPY

STATE STR SPDR S&P 500 ETF T

$20.9M