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SIMS INVESTMENT MANAGEMENT, LLC → SCHW-PJ
SIMS INVESTMENT MANAGEMENT, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
34
Latest value
$11.3M
Q3 2026
Peak value
$101.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $88.6M |
| Q3 2025 | $88.6M |
| Q3 2025 | $718K |
| Q3 2025 | $718K |
| Q3 2025 | $51.8M |
| Q3 2025 | $51.8M |
| Q3 2025 | $17.1M |
| Q3 2025 | $17.1M |
| Q3 2025 | $9.9M |
| Q3 2025 | $9.9M |
| Q4 2025 | $92M |
| Q4 2025 | $727K |
| Q4 2025 | $52.2M |
| Q4 2025 | $17M |
| Q4 2025 | $10M |
| Q1 2026 | $84.8M |
| Q1 2026 | $749K |
| Q1 2026 | $50.4M |
| Q1 2026 | $17.1M |
| Q1 2026 | $10.3M |
| Q2 2026 | $229K |
| Q2 2026 | $98.6M |
| Q2 2026 | $3K |
| Q2 2026 | $29K |
| Q2 2026 | $892K |
| Q2 2026 | $62.7M |
| Q2 2026 | $18M |
| Q2 2026 | $11M |
| Q3 2026 | $231K |
| Q3 2026 | $101.4M |
| Q3 2026 | $823K |
| Q3 2026 | $56.6M |
| Q3 2026 | $18.9M |
| Q3 2026 | $11.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.3M | 471.7K | — | — |
| Q3 2026 | $18.9M | 582.0K | — | — |
| Q3 2026 | $56.6M | 1.74M | — | — |
| Q3 2026 | $823K | 24.2K | — | — |
| Q3 2026 | $101.4M | 3.38M | — | — |
| Q3 2026 | $231K | 7.9K | — | — |
| Q2 2026 | $11M | 455.5K | — | — |
| Q2 2026 | $18M | 569.0K | — | — |
| Q2 2026 | $62.7M | 1.73M | — | — |
| Q2 2026 | $892K | 24.2K | — | — |
| Q2 2026 | $29K | 838 | — | — |
| Q2 2026 | $3K | 100 | — | — |
| Q2 2026 | $98.6M | 3.35M | — | — |
| Q2 2026 | $229K | 7.9K | — | — |
| Q1 2026 | $10.3M | 422.6K | — | — |
| Q1 2026 | $17.1M | 557.8K | — | — |
| Q1 2026 | $50.4M | 1.73M | — | — |
| Q1 2026 | $749K | 24.2K | — | — |
| Q1 2026 | $84.8M | 3.31M | — | — |
| Q4 2025 | $10M | 410.8K | — | — |
| Q4 2025 | $17M | 619.7K | — | — |
| Q4 2025 | $52.2M | 1.83M | — | — |
| Q4 2025 | $727K | 24.2K | — | — |
| Q4 2025 | $92M | 3.42M | — | — |
| Q3 2025 | $9.9M | 405.9K | — | — |
| Q3 2025 | $9.9M | 405.9K | — | — |
| Q3 2025 | $17.1M | 624.8K | — | — |
| Q3 2025 | $17.1M | 624.8K | — | — |
| Q3 2025 | $51.8M | 1.86M | — | — |
| Q3 2025 | $51.8M | 1.86M | — | — |
| Q3 2025 | $718K | 24.2K | — | — |
| Q3 2025 | $718K | 24.2K | — | — |
| Q3 2025 | $88.6M | 3.36M | — | — |
| Q3 2025 | $88.6M | 3.36M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B