Back to SCHW-PJ
Sensible Money, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
31
Latest value
$250K
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $214K |
| Q3 2025 | $260K |
| Q3 2025 | $3.3M |
| Q3 2025 | $3.2M |
| Q3 2025 | $233K |
| Q3 2025 | $227K |
| Q4 2025 | $218K |
| Q4 2025 | $266K |
| Q4 2025 | $3.6M |
| Q4 2025 | $3.2M |
| Q4 2025 | $433K |
| Q4 2025 | $229K |
| Q1 2026 | $217K |
| Q1 2026 | $253K |
| Q1 2026 | $3.7M |
| Q1 2026 | $3.2M |
| Q1 2026 | $424K |
| Q1 2026 | $235K |
| Q2 2026 | $250K |
| Q2 2026 | $296K |
| Q2 2026 | $4.6M |
| Q2 2026 | $3.3M |
| Q2 2026 | $454K |
| Q2 2026 | $262K |
| Q2 2026 | $242K |
| Q3 2026 | $253K |
| Q3 2026 | $302K |
| Q3 2026 | $4.1M |
| Q3 2026 | $3.5M |
| Q3 2026 | $757K |
| Q3 2026 | $250K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $250K | 5.0K | — | — |
| Q3 2026 | $757K | 23.3K | — | — |
| Q3 2026 | $3.5M | 83.6K | — | — |
| Q3 2026 | $4.1M | 126.2K | — | — |
| Q3 2026 | $302K | 10.1K | — | — |
| Q3 2026 | $253K | 8.6K | — | — |
| Q2 2026 | $242K | 5.0K | — | — |
| Q2 2026 | $262K | 9.9K | — | — |
| Q2 2026 | $454K | 14.3K | — | — |
| Q2 2026 | $3.3M | 84.2K | — | — |
| Q2 2026 | $4.6M | 126.9K | — | — |
| Q2 2026 | $296K | 10.1K | — | — |
| Q2 2026 | $250K | 8.6K | — | — |
| Q1 2026 | $235K | 5.0K | — | — |
| Q1 2026 | $424K | 13.8K | — | — |
| Q1 2026 | $3.2M | 84.8K | — | — |
| Q1 2026 | $3.7M | 127.3K | — | — |
| Q1 2026 | $253K | 9.9K | — | — |
| Q1 2026 | $217K | 8.6K | — | — |
| Q4 2025 | $229K | 5.0K | — | — |
| Q4 2025 | $433K | 15.8K | — | — |
| Q4 2025 | $3.2M | 88.6K | — | — |
| Q4 2025 | $3.6M | 127.7K | — | — |
| Q4 2025 | $266K | 9.9K | — | — |
| Q4 2025 | $218K | 8.3K | — | — |
| Q3 2025 | $227K | 5.0K | — | — |
| Q3 2025 | $233K | 8.5K | — | — |
| Q3 2025 | $3.2M | 89.0K | — | — |
| Q3 2025 | $3.3M | 117.3K | — | — |
| Q3 2025 | $260K | 9.9K | — | — |
| Q3 2025 | $214K | 8.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B