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SHUTTLEWORTH & Co SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$5.6M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $547K |
| Q3 2025 | $233K |
| Q3 2025 | $2.8M |
| Q4 2025 | $595K |
| Q4 2025 | $229K |
| Q4 2025 | $3M |
| Q1 2026 | $590K |
| Q1 2026 | $4M |
| Q2 2026 | $621K |
| Q2 2026 | $5.6M |
| Q3 2026 | $658K |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 203.6K | — | — |
| Q3 2026 | $658K | 22.4K | — | — |
| Q2 2026 | $5.6M | 203.9K | — | — |
| Q2 2026 | $621K | 21.4K | — | — |
| Q1 2026 | $4M | 162.2K | — | — |
| Q1 2026 | $590K | 23.5K | — | — |
| Q4 2025 | $3M | 123.6K | — | — |
| Q4 2025 | $229K | 7.0K | — | — |
| Q4 2025 | $595K | 22.7K | — | — |
| Q3 2025 | $2.8M | 121.6K | — | — |
| Q3 2025 | $233K | 7.3K | — | — |
| Q3 2025 | $547K | 21.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B