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Richard P Slaughter Associates Inc → SCHW-PJ
Richard P Slaughter Associates Inc SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
7
Latest value
$11.5M
Q3 2026
Peak value
$11.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $207K |
| Q1 2026 | $4.8M |
| Q2 2026 | $210K |
| Q2 2026 | $7.7M |
| Q3 2026 | $205K |
| Q3 2026 | $281K |
| Q3 2026 | $11.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.5M | 213.6K | — | — |
| Q3 2026 | $281K | 7.7K | — | — |
| Q3 2026 | $205K | 7.0K | — | — |
| Q2 2026 | $7.7M | 146.3K | — | — |
| Q2 2026 | $210K | 7.3K | — | — |
| Q1 2026 | $4.8M | 98.7K | — | — |
| Q4 2025 | $207K | 6.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B