Back to SCHW-PJ
RETIREMENT GUYS FORMULA LLC → SCHW-PJ
RETIREMENT GUYS FORMULA LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
19
Latest value
$269K
Q3 2026
Peak value
$6.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $510K |
| Q4 2025 | $5.3M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.1M |
| Q4 2025 | $463K |
| Q1 2026 | $333K |
| Q1 2026 | $1.9M |
| Q1 2026 | $1.2M |
| Q1 2026 | $286K |
| Q2 2026 | $380K |
| Q2 2026 | $4.5M |
| Q2 2026 | $2.5M |
| Q2 2026 | $1.3M |
| Q2 2026 | $286K |
| Q3 2026 | $2.1M |
| Q3 2026 | $380K |
| Q3 2026 | $6.3M |
| Q3 2026 | $1.5M |
| Q3 2026 | $269K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $269K | 12.2K | — | — |
| Q3 2026 | $1.5M | 46.0K | — | — |
| Q3 2026 | $6.3M | 174.1K | — | — |
| Q3 2026 | $380K | 12.7K | — | — |
| Q3 2026 | $2.1M | 21.1K | — | — |
| Q2 2026 | $286K | 12.3K | — | — |
| Q2 2026 | $1.3M | 40.9K | — | — |
| Q2 2026 | $2.5M | 73.1K | — | — |
| Q2 2026 | $4.5M | 133.5K | — | — |
| Q2 2026 | $380K | 12.9K | — | — |
| Q1 2026 | $286K | 12.3K | — | — |
| Q1 2026 | $1.2M | 40.6K | — | — |
| Q1 2026 | $1.9M | 66.9K | — | — |
| Q1 2026 | $333K | 13.0K | — | — |
| Q4 2025 | $463K | 19.8K | — | — |
| Q4 2025 | $1.1M | 41.4K | — | — |
| Q4 2025 | $1.5M | 50.5K | — | — |
| Q4 2025 | $5.3M | 161.6K | — | — |
| Q4 2025 | $510K | 18.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B