Back to SCHW-PJ
Retirement Planning Group, LLC → SCHW-PJ
Retirement Planning Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
57
Latest value
$1.7M
Q3 2026
Peak value
$31.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $31.8M |
| Q3 2025 | $1.1M |
| Q3 2025 | $6.9M |
| Q3 2025 | $1.9M |
| Q3 2025 | $804K |
| Q3 2025 | $496K |
| Q3 2025 | $475K |
| Q3 2025 | $2M |
| Q3 2025 | $7M |
| Q3 2025 | $2.2M |
| Q4 2025 | $1.6M |
| Q4 2025 | $31M |
| Q4 2025 | $1.2M |
| Q4 2025 | $7M |
| Q4 2025 | $1.9M |
| Q4 2025 | $815K |
| Q4 2025 | $518K |
| Q4 2025 | $467K |
| Q4 2025 | $2M |
| Q4 2025 | $7.1M |
| Q4 2025 | $2M |
| Q1 2026 | $1.6M |
| Q1 2026 | $27.3M |
| Q1 2026 | $1.6M |
| Q1 2026 | $10.7M |
| Q1 2026 | $1.9M |
| Q1 2026 | $1M |
| Q1 2026 | $517K |
| Q1 2026 | $460K |
| Q1 2026 | $2.1M |
| Q1 2026 | $7.1M |
| Q1 2026 | $2M |
| Q2 2026 | $1.5M |
| Q2 2026 | $30.9M |
| Q2 2026 | $2M |
| Q2 2026 | $11.8M |
| Q2 2026 | $2.5M |
| Q2 2026 | $1.2M |
| Q2 2026 | $702K |
| Q2 2026 | $552K |
| Q2 2026 | $259K |
| Q2 2026 | $2.3M |
| Q2 2026 | $8.7M |
| Q2 2026 | $1.9M |
| Q3 2026 | $1.5M |
| Q3 2026 | $31.1M |
| Q3 2026 | $2M |
| Q3 2026 | $12.8M |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.2M |
| Q3 2026 | $631K |
| Q3 2026 | $491K |
| Q3 2026 | $251K |
| Q3 2026 | $2.1M |
| Q3 2026 | $7.8M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 76.4K | — | — |
| Q3 2026 | $7.8M | 284.0K | — | — |
| Q3 2026 | $2.1M | 63.3K | — | — |
| Q3 2026 | $251K | 8.0K | — | — |
| Q3 2026 | $491K | 13.5K | — | — |
| Q3 2026 | $631K | 19.3K | — | — |
| Q3 2026 | $1.2M | 34.3K | — | — |
| Q3 2026 | $1.9M | 58.4K | — | — |
| Q3 2026 | $12.8M | 355.3K | — | — |
| Q3 2026 | $2M | 66.6K | — | — |
| Q3 2026 | $31.1M | 1.06M | — | — |
| Q3 2026 | $1.5M | 15.5K | — | — |
| Q2 2026 | $1.9M | 80.8K | — | — |
| Q2 2026 | $8.7M | 312.7K | — | — |
| Q2 2026 | $2.3M | 71.4K | — | — |
| Q2 2026 | $259K | 8.3K | — | — |
| Q2 2026 | $552K | 15.2K | — | — |
| Q2 2026 | $702K | 19.4K | — | — |
| Q2 2026 | $1.2M | 33.7K | — | — |
| Q2 2026 | $2.5M | 72.0K | — | — |
| Q2 2026 | $11.8M | 349.9K | — | — |
| Q2 2026 | $2M | 67.8K | — | — |
| Q2 2026 | $30.9M | 1.07M | — | — |
| Q2 2026 | $1.5M | 15.8K | — | — |
| Q1 2026 | $2M | 85.1K | — | — |
| Q1 2026 | $7.1M | 287.9K | — | — |
| Q1 2026 | $2.1M | 68.8K | — | — |
| Q1 2026 | $460K | 13.9K | — | — |
| Q1 2026 | $517K | 17.8K | — | — |
| Q1 2026 | $1M | 33.7K | — | — |
| Q1 2026 | $1.9M | 63.3K | — | — |
| Q1 2026 | $10.7M | 367.2K | — | — |
| Q1 2026 | $1.6M | 61.6K | — | — |
| Q1 2026 | $27.3M | 1.09M | — | — |
| Q1 2026 | $1.6M | 16.9K | — | — |
| Q4 2025 | $2M | 85.3K | — | — |
| Q4 2025 | $7.1M | 294.2K | — | — |
| Q4 2025 | $2M | 74.0K | — | — |
| Q4 2025 | $467K | 14.3K | — | — |
| Q4 2025 | $518K | 18.2K | — | — |
| Q4 2025 | $815K | 27.1K | — | — |
| Q4 2025 | $1.9M | 65.8K | — | — |
| Q4 2025 | $7M | 215.3K | — | — |
| Q4 2025 | $1.2M | 43.6K | — | — |
| Q4 2025 | $31M | 1.18M | — | — |
| Q4 2025 | $1.6M | 16.4K | — | — |
| Q3 2025 | $2.2M | 91.8K | — | — |
| Q3 2025 | $7M | 301.2K | — | — |
| Q3 2025 | $2M | 73.8K | — | — |
| Q3 2025 | $475K | 14.2K | — | — |
| Q3 2025 | $496K | 17.8K | — | — |
| Q3 2025 | $804K | 27.1K | — | — |
| Q3 2025 | $1.9M | 66.4K | — | — |
| Q3 2025 | $6.9M | 217.6K | — | — |
| Q3 2025 | $1.1M | 42.0K | — | — |
| Q3 2025 | $31.8M | 1.24M | — | — |
| Q3 2025 | $1.6M | 16.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B