Back to SCHW-PJ
Solitude Financial Services → SCHW-PJ
Solitude Financial Services SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$30.3M
Q3 2026
Peak value
$39.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25.4M |
| Q3 2025 | $30.4M |
| Q3 2025 | $24.7M |
| Q4 2025 | $26.1M |
| Q4 2025 | $31.5M |
| Q4 2025 | $25M |
| Q1 2026 | $29.4M |
| Q1 2026 | $35.6M |
| Q1 2026 | $27.1M |
| Q2 2026 | $30.4M |
| Q2 2026 | $39.8M |
| Q2 2026 | $29.4M |
| Q3 2026 | $31.2M |
| Q3 2026 | $37M |
| Q3 2026 | $30.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.3M | 964.0K | — | — |
| Q3 2026 | $37M | 1.06M | — | — |
| Q3 2026 | $31.2M | 580.7K | — | — |
| Q2 2026 | $29.4M | 945.6K | — | — |
| Q2 2026 | $39.8M | 1.05M | — | — |
| Q2 2026 | $30.4M | 576.3K | — | — |
| Q1 2026 | $27.1M | 935.7K | — | — |
| Q1 2026 | $35.6M | 1.03M | — | — |
| Q1 2026 | $29.4M | 570.3K | — | — |
| Q4 2025 | $25M | 918.4K | — | — |
| Q4 2025 | $31.5M | 999.6K | — | — |
| Q4 2025 | $26.1M | 576.3K | — | — |
| Q3 2025 | $24.7M | 939.1K | — | — |
| Q3 2025 | $30.4M | 976.5K | — | — |
| Q3 2025 | $25.4M | 590.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B