Back to SCHW-PJ
RHS Financial, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
81
Latest value
$427K
Q3 2026
Peak value
$11.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.1M |
| Q3 2025 | $2.3M |
| Q3 2025 | $423K |
| Q3 2025 | $246K |
| Q3 2025 | $8M |
| Q3 2025 | $6.5M |
| Q3 2025 | $217K |
| Q3 2025 | $8.2M |
| Q3 2025 | $1.2M |
| Q3 2025 | $4.8M |
| Q3 2025 | $3.4M |
| Q4 2025 | $7.6M |
| Q4 2025 | $2.2M |
| Q4 2025 | $432K |
| Q4 2025 | $225K |
| Q4 2025 | $8.8M |
| Q4 2025 | $7.4M |
| Q4 2025 | $219K |
| Q4 2025 | $8.5M |
| Q4 2025 | $1.1M |
| Q4 2025 | $4.8M |
| Q4 2025 | $2.8M |
| Q1 2026 | $6.6M |
| Q1 2026 | $198K |
| Q1 2026 | $10K |
| Q1 2026 | $1.6M |
| Q1 2026 | $122K |
| Q1 2026 | $246K |
| Q1 2026 | $41K |
| Q1 2026 | $191K |
| Q1 2026 | $53K |
| Q1 2026 | $7M |
| Q1 2026 | $262K |
| Q1 2026 | $9M |
| Q1 2026 | $119K |
| Q1 2026 | $96K |
| Q1 2026 | $8.6M |
| Q1 2026 | $576K |
| Q1 2026 | $1.3M |
| Q1 2026 | $4.7M |
| Q1 2026 | $122K |
| Q1 2026 | $2.6M |
| Q1 2026 | $242K |
| Q2 2026 | $228K |
| Q2 2026 | $7.6M |
| Q2 2026 | $12K |
| Q2 2026 | $1.7M |
| Q2 2026 | $142K |
| Q2 2026 | $306K |
| Q2 2026 | $45K |
| Q2 2026 | $209K |
| Q2 2026 | $5.7M |
| Q2 2026 | $54K |
| Q2 2026 | $11.1M |
| Q2 2026 | $444K |
| Q2 2026 | $644K |
| Q2 2026 | $8.6M |
| Q2 2026 | $1.2M |
| Q2 2026 | $136K |
| Q2 2026 | $5.1M |
| Q2 2026 | $692K |
| Q2 2026 | $3.8M |
| Q3 2026 | $231K |
| Q3 2026 | $7.5M |
| Q3 2026 | $12K |
| Q3 2026 | $1.6M |
| Q3 2026 | $325K |
| Q3 2026 | $151K |
| Q3 2026 | $210K |
| Q3 2026 | $45K |
| Q3 2026 | $5.5M |
| Q3 2026 | $57K |
| Q3 2026 | $601K |
| Q3 2026 | $11.9M |
| Q3 2026 | $8.4M |
| Q3 2026 | $701K |
| Q3 2026 | $963K |
| Q3 2026 | $4.9M |
| Q3 2026 | $135K |
| Q3 2026 | $3.5M |
| Q3 2026 | $427K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $427K | 17.0K | — | — |
| Q3 2026 | $3.5M | 140.8K | — | — |
| Q3 2026 | $135K | 4.9K | — | — |
| Q3 2026 | $4.9M | 178.1K | — | — |
| Q3 2026 | $963K | 29.6K | — | — |
| Q3 2026 | $701K | 22.3K | — | — |
| Q3 2026 | $8.4M | 266.6K | — | — |
| Q3 2026 | $11.9M | 221.1K | — | — |
| Q3 2026 | $601K | 11.2K | — | — |
| Q3 2026 | $57K | 1.4K | — | — |
| Q3 2026 | $5.5M | 130.3K | — | — |
| Q3 2026 | $45K | 1.2K | — | — |
| Q3 2026 | $210K | 5.8K | — | — |
| Q3 2026 | $151K | 4.2K | — | — |
| Q3 2026 | $325K | 9.1K | — | — |
| Q3 2026 | $1.6M | 53.6K | — | — |
| Q3 2026 | $12K | 395 | — | — |
| Q3 2026 | $7.5M | 256.2K | — | — |
| Q3 2026 | $231K | 7.9K | — | — |
| Q2 2026 | $3.8M | 144.6K | — | — |
| Q2 2026 | $692K | 26.1K | — | — |
| Q2 2026 | $5.1M | 185.4K | — | — |
| Q2 2026 | $136K | 4.9K | — | — |
| Q2 2026 | $1.2M | 36.8K | — | — |
| Q2 2026 | $8.6M | 277.2K | — | — |
| Q2 2026 | $644K | 20.7K | — | — |
| Q2 2026 | $444K | 8.4K | — | — |
| Q2 2026 | $11.1M | 211.3K | — | — |
| Q2 2026 | $54K | 1.4K | — | — |
| Q2 2026 | $5.7M | 142.9K | — | — |
| Q2 2026 | $209K | 5.8K | — | — |
| Q2 2026 | $45K | 1.2K | — | — |
| Q2 2026 | $306K | 9.1K | — | — |
| Q2 2026 | $142K | 4.2K | — | — |
| Q2 2026 | $1.7M | 59.2K | — | — |
| Q2 2026 | $12K | 395 | — | — |
| Q2 2026 | $7.6M | 261.7K | — | — |
| Q2 2026 | $228K | 7.9K | — | — |
| Q1 2026 | $242K | 9.1K | — | — |
| Q1 2026 | $2.6M | 98.4K | — | — |
| Q1 2026 | $122K | 4.9K | — | — |
| Q1 2026 | $4.7M | 189.8K | — | — |
| Q1 2026 | $1.3M | 41.0K | — | — |
| Q1 2026 | $576K | 20.7K | — | — |
| Q1 2026 | $8.6M | 307.2K | — | — |
| Q1 2026 | $96K | 3.0K | — | — |
| Q1 2026 | $119K | 3.7K | — | — |
| Q1 2026 | $9M | 183.6K | — | — |
| Q1 2026 | $262K | 5.4K | — | — |
| Q1 2026 | $7M | 183.9K | — | — |
| Q1 2026 | $53K | 1.4K | — | — |
| Q1 2026 | $191K | 5.8K | — | — |
| Q1 2026 | $41K | 1.2K | — | — |
| Q1 2026 | $246K | 8.5K | — | — |
| Q1 2026 | $122K | 4.2K | — | — |
| Q1 2026 | $1.6M | 63.9K | — | — |
| Q1 2026 | $10K | 395 | — | — |
| Q1 2026 | $198K | 7.9K | — | — |
| Q1 2026 | $6.6M | 262.9K | — | — |
| Q4 2025 | $2.8M | 106.9K | — | — |
| Q4 2025 | $4.8M | 200.1K | — | — |
| Q4 2025 | $1.1M | 41.5K | — | — |
| Q4 2025 | $8.5M | 313.8K | — | — |
| Q4 2025 | $219K | 6.9K | — | — |
| Q4 2025 | $7.4M | 162.8K | — | — |
| Q4 2025 | $8.8M | 243.0K | — | — |
| Q4 2025 | $225K | 6.9K | — | — |
| Q4 2025 | $432K | 13.3K | — | — |
| Q4 2025 | $2.2M | 83.0K | — | — |
| Q4 2025 | $7.6M | 291.5K | — | — |
| Q3 2025 | $3.4M | 125.4K | — | — |
| Q3 2025 | $4.8M | 207.6K | — | — |
| Q3 2025 | $1.2M | 44.2K | — | — |
| Q3 2025 | $8.2M | 310.3K | — | — |
| Q3 2025 | $217K | 7.0K | — | — |
| Q3 2025 | $6.5M | 151.6K | — | — |
| Q3 2025 | $8M | 221.2K | — | — |
| Q3 2025 | $246K | 7.4K | — | — |
| Q3 2025 | $423K | 13.3K | — | — |
| Q3 2025 | $2.3M | 87.6K | — | — |
| Q3 2025 | $8.1M | 314.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B