Back to SCHW-PJ
RATIONAL ADVISORS, INC. → SCHW-PJ
RATIONAL ADVISORS, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$30.4M
Q3 2026
Peak value
$72.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $334K |
| Q3 2025 | $33.1M |
| Q4 2025 | $2.2M |
| Q4 2025 | $30.8M |
| Q1 2026 | $71.4M |
| Q1 2026 | $26.2M |
| Q2 2026 | $72.7M |
| Q2 2026 | $32.4M |
| Q3 2026 | $71.8M |
| Q3 2026 | $30.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.4M | 1.38M | — | — |
| Q3 2026 | $71.8M | 3.25M | — | — |
| Q2 2026 | $32.4M | 1.37M | — | — |
| Q2 2026 | $72.7M | 3.14M | — | — |
| Q1 2026 | $26.2M | 1.22M | — | — |
| Q1 2026 | $71.4M | 3.08M | — | — |
| Q4 2025 | $30.8M | 1.48M | — | — |
| Q4 2025 | $2.2M | 22.0K | — | — |
| Q3 2025 | $33.1M | 1.53M | — | — |
| Q3 2025 | $334K | 3.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B