Back to SCHW-PJ
Sound Stewardship, LLC → SCHW-PJ
Sound Stewardship, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$236K
Q3 2026
Peak value
$12.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $380K |
| Q3 2025 | $8.1M |
| Q3 2025 | $9M |
| Q3 2025 | $238K |
| Q4 2025 | $398K |
| Q4 2025 | $8.5M |
| Q4 2025 | $9.5M |
| Q4 2025 | $236K |
| Q1 2026 | $297K |
| Q1 2026 | $8.9M |
| Q1 2026 | $10.2M |
| Q1 2026 | $242K |
| Q2 2026 | $370K |
| Q2 2026 | $9.8M |
| Q2 2026 | $12.2M |
| Q2 2026 | $245K |
| Q3 2026 | $241K |
| Q3 2026 | $10.1M |
| Q3 2026 | $11.5M |
| Q3 2026 | $236K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $236K | 9.4K | — | — |
| Q3 2026 | $11.5M | 328.8K | — | — |
| Q3 2026 | $10.1M | 187.4K | — | — |
| Q3 2026 | $241K | 8.0K | — | — |
| Q2 2026 | $245K | 9.2K | — | — |
| Q2 2026 | $12.2M | 321.4K | — | — |
| Q2 2026 | $9.8M | 185.0K | — | — |
| Q2 2026 | $370K | 12.6K | — | — |
| Q1 2026 | $242K | 9.1K | — | — |
| Q1 2026 | $10.2M | 313.0K | — | — |
| Q1 2026 | $8.9M | 181.2K | — | — |
| Q1 2026 | $297K | 11.6K | — | — |
| Q4 2025 | $236K | 8.9K | — | — |
| Q4 2025 | $9.5M | 301.2K | — | — |
| Q4 2025 | $8.5M | 187.4K | — | — |
| Q4 2025 | $398K | 14.8K | — | — |
| Q3 2025 | $238K | 8.8K | — | — |
| Q3 2025 | $9M | 288.0K | — | — |
| Q3 2025 | $8.1M | 189.0K | — | — |
| Q3 2025 | $380K | 14.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B