Back to SCHW-PJ
Stordahl Capital Management, Inc. → SCHW-PJ
Stordahl Capital Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$418K
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q3 2025 | $577K |
| Q3 2025 | $358K |
| Q4 2025 | $2.3M |
| Q4 2025 | $572K |
| Q4 2025 | $365K |
| Q1 2026 | $2.2M |
| Q1 2026 | $588K |
| Q1 2026 | $373K |
| Q2 2026 | $2.5M |
| Q2 2026 | $701K |
| Q2 2026 | $463K |
| Q3 2026 | $2.5M |
| Q3 2026 | $647K |
| Q3 2026 | $418K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $418K | 12.8K | — | — |
| Q3 2026 | $647K | 19.0K | — | — |
| Q3 2026 | $2.5M | 83.4K | — | — |
| Q2 2026 | $463K | 12.8K | — | — |
| Q2 2026 | $701K | 19.0K | — | — |
| Q2 2026 | $2.5M | 83.4K | — | — |
| Q1 2026 | $373K | 12.8K | — | — |
| Q1 2026 | $588K | 19.0K | — | — |
| Q1 2026 | $2.2M | 84.3K | — | — |
| Q4 2025 | $365K | 12.8K | — | — |
| Q4 2025 | $572K | 19.0K | — | — |
| Q4 2025 | $2.3M | 86.6K | — | — |
| Q3 2025 | $358K | 12.8K | — | — |
| Q3 2025 | $577K | 19.5K | — | — |
| Q3 2025 | $2.8M | 105.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B