Back to SCHW-PJ
SRH ADVISORS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
37
Latest value
$288K
Q3 2026
Peak value
$28.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $165K |
| Q4 2025 | $10.4M |
| Q4 2025 | $690K |
| Q4 2025 | $123K |
| Q4 2025 | $24.2M |
| Q4 2025 | $423K |
| Q4 2025 | $213K |
| Q4 2025 | $35K |
| Q4 2025 | $137K |
| Q4 2025 | $365K |
| Q1 2026 | $156K |
| Q1 2026 | $9.9M |
| Q1 2026 | $616K |
| Q1 2026 | $76K |
| Q1 2026 | $27M |
| Q1 2026 | $435K |
| Q1 2026 | $211K |
| Q1 2026 | $137K |
| Q1 2026 | $345K |
| Q2 2026 | $153K |
| Q2 2026 | $11.4M |
| Q2 2026 | $674K |
| Q2 2026 | $86K |
| Q2 2026 | $27.7M |
| Q2 2026 | $488K |
| Q2 2026 | $211K |
| Q2 2026 | $136K |
| Q2 2026 | $326K |
| Q3 2026 | $162K |
| Q3 2026 | $11.4M |
| Q3 2026 | $716K |
| Q3 2026 | $83K |
| Q3 2026 | $28.3M |
| Q3 2026 | $484K |
| Q3 2026 | $201K |
| Q3 2026 | $135K |
| Q3 2026 | $288K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $288K | 11.5K | — | — |
| Q3 2026 | $135K | 5.6K | — | — |
| Q3 2026 | $201K | 9.1K | — | — |
| Q3 2026 | $484K | 17.6K | — | — |
| Q3 2026 | $28.3M | 870.2K | — | — |
| Q3 2026 | $83K | 2.5K | — | — |
| Q3 2026 | $716K | 19.9K | — | — |
| Q3 2026 | $11.4M | 388.8K | — | — |
| Q3 2026 | $162K | 1.7K | — | — |
| Q2 2026 | $326K | 12.3K | — | — |
| Q2 2026 | $136K | 5.6K | — | — |
| Q2 2026 | $211K | 9.1K | — | — |
| Q2 2026 | $488K | 17.6K | — | — |
| Q2 2026 | $27.7M | 873.1K | — | — |
| Q2 2026 | $86K | 2.5K | — | — |
| Q2 2026 | $674K | 19.9K | — | — |
| Q2 2026 | $11.4M | 392.4K | — | — |
| Q2 2026 | $153K | 1.7K | — | — |
| Q1 2026 | $345K | 12.9K | — | — |
| Q1 2026 | $137K | 5.6K | — | — |
| Q1 2026 | $211K | 9.1K | — | — |
| Q1 2026 | $435K | 17.6K | — | — |
| Q1 2026 | $27M | 880.5K | — | — |
| Q1 2026 | $76K | 2.5K | — | — |
| Q1 2026 | $616K | 21.2K | — | — |
| Q1 2026 | $9.9M | 395.0K | — | — |
| Q1 2026 | $156K | 1.7K | — | — |
| Q4 2025 | $365K | 13.8K | — | — |
| Q4 2025 | $137K | 5.6K | — | — |
| Q4 2025 | $35K | 1.7K | — | — |
| Q4 2025 | $213K | 9.1K | — | — |
| Q4 2025 | $423K | 17.6K | — | — |
| Q4 2025 | $24.2M | 882.6K | — | — |
| Q4 2025 | $123K | 4.1K | — | — |
| Q4 2025 | $690K | 21.2K | — | — |
| Q4 2025 | $10.4M | 395.5K | — | — |
| Q4 2025 | $165K | 1.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B