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Retirement Investment Advisors, Inc. → SCHW-PJ
Retirement Investment Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$6.2M
Q3 2026
Peak value
$6.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.2M |
| Q4 2025 | $4.6M |
| Q1 2026 | $4.6M |
| Q2 2026 | $6.4M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 185.5K | — | — |
| Q2 2026 | $6.4M | 187.4K | — | — |
| Q1 2026 | $4.6M | 155.9K | — | — |
| Q4 2025 | $4.6M | 155.9K | — | — |
| Q3 2025 | $4.2M | 144.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B