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Successful Portfolios LLC → SCHW-PJ
Successful Portfolios LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
36
Latest value
$5.8M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.4M |
| Q3 2025 | $2.3M |
| Q3 2025 | $217K |
| Q3 2025 | $431K |
| Q3 2025 | $942K |
| Q3 2025 | $1.6M |
| Q3 2025 | $4.9M |
| Q4 2025 | $6M |
| Q4 2025 | $2.5M |
| Q4 2025 | $220K |
| Q4 2025 | $673K |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.7M |
| Q4 2025 | $5.3M |
| Q1 2026 | $5.2M |
| Q1 2026 | $2.4M |
| Q1 2026 | $251K |
| Q1 2026 | $824K |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.7M |
| Q1 2026 | $5.4M |
| Q2 2026 | $6.1M |
| Q2 2026 | $2.7M |
| Q2 2026 | $318K |
| Q2 2026 | $975K |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.7M |
| Q2 2026 | $5.5M |
| Q3 2026 | $6.2M |
| Q3 2026 | $2.7M |
| Q3 2026 | $276K |
| Q3 2026 | $322K |
| Q3 2026 | $979K |
| Q3 2026 | $1.6M |
| Q3 2026 | $1.7M |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 241.3K | — | — |
| Q3 2026 | $1.7M | 71.4K | — | — |
| Q3 2026 | $1.6M | 56.3K | — | — |
| Q3 2026 | $979K | 29.9K | — | — |
| Q3 2026 | $322K | 8.7K | — | — |
| Q3 2026 | $276K | 7.5K | — | — |
| Q3 2026 | $2.7M | 89.7K | — | — |
| Q3 2026 | $6.2M | 209.4K | — | — |
| Q2 2026 | $5.5M | 230.2K | — | — |
| Q2 2026 | $1.7M | 70.7K | — | — |
| Q2 2026 | $1.5M | 53.7K | — | — |
| Q2 2026 | $975K | 30.1K | — | — |
| Q2 2026 | $318K | 8.7K | — | — |
| Q2 2026 | $2.7M | 89.3K | — | — |
| Q2 2026 | $6.1M | 208.2K | — | — |
| Q1 2026 | $5.4M | 223.0K | — | — |
| Q1 2026 | $1.7M | 68.9K | — | — |
| Q1 2026 | $1.2M | 49.9K | — | — |
| Q1 2026 | $824K | 26.9K | — | — |
| Q1 2026 | $251K | 7.7K | — | — |
| Q1 2026 | $2.4M | 92.0K | — | — |
| Q1 2026 | $5.2M | 208.8K | — | — |
| Q4 2025 | $5.3M | 216.6K | — | — |
| Q4 2025 | $1.7M | 69.5K | — | — |
| Q4 2025 | $1.1M | 45.3K | — | — |
| Q4 2025 | $673K | 23.6K | — | — |
| Q4 2025 | $220K | 6.5K | — | — |
| Q4 2025 | $2.5M | 89.4K | — | — |
| Q4 2025 | $6M | 222.9K | — | — |
| Q3 2025 | $4.9M | 202.8K | — | — |
| Q3 2025 | $1.6M | 64.4K | — | — |
| Q3 2025 | $942K | 40.5K | — | — |
| Q3 2025 | $431K | 15.8K | — | — |
| Q3 2025 | $217K | 6.5K | — | — |
| Q3 2025 | $2.3M | 87.5K | — | — |
| Q3 2025 | $5.4M | 211.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B