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SWS Partners SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
36
Latest value
$1.4M
Q3 2026
Peak value
$18.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.1M |
| Q4 2025 | $2.2M |
| Q4 2025 | $2M |
| Q4 2025 | $425K |
| Q4 2025 | $832K |
| Q4 2025 | $5M |
| Q4 2025 | $3.5M |
| Q4 2025 | $16.2M |
| Q4 2025 | $1.2M |
| Q1 2026 | $7.1M |
| Q1 2026 | $2.2M |
| Q1 2026 | $2M |
| Q1 2026 | $419K |
| Q1 2026 | $930K |
| Q1 2026 | $4.9M |
| Q1 2026 | $3.6M |
| Q1 2026 | $17.9M |
| Q1 2026 | $1.4M |
| Q2 2026 | $8.2M |
| Q2 2026 | $2.6M |
| Q2 2026 | $2.4M |
| Q2 2026 | $454K |
| Q2 2026 | $961K |
| Q2 2026 | $5.4M |
| Q2 2026 | $3.9M |
| Q2 2026 | $18.2M |
| Q2 2026 | $1.4M |
| Q3 2026 | $8.2M |
| Q3 2026 | $2.3M |
| Q3 2026 | $2M |
| Q3 2026 | $457K |
| Q3 2026 | $986K |
| Q3 2026 | $5.2M |
| Q3 2026 | $3.6M |
| Q3 2026 | $18.4M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 56.5K | — | — |
| Q3 2026 | $18.4M | 776.0K | — | — |
| Q3 2026 | $3.6M | 164.9K | — | — |
| Q3 2026 | $5.2M | 189.2K | — | — |
| Q3 2026 | $986K | 30.3K | — | — |
| Q3 2026 | $457K | 12.5K | — | — |
| Q3 2026 | $2M | 61.9K | — | — |
| Q3 2026 | $2.3M | 68.4K | — | — |
| Q3 2026 | $8.2M | 274.8K | — | — |
| Q2 2026 | $1.4M | 53.1K | — | — |
| Q2 2026 | $18.2M | 736.4K | — | — |
| Q2 2026 | $3.9M | 164.6K | — | — |
| Q2 2026 | $5.4M | 195.6K | — | — |
| Q2 2026 | $961K | 30.3K | — | — |
| Q2 2026 | $454K | 12.5K | — | — |
| Q2 2026 | $2.4M | 66.7K | — | — |
| Q2 2026 | $2.6M | 70.1K | — | — |
| Q2 2026 | $8.2M | 277.4K | — | — |
| Q1 2026 | $1.4M | 52.7K | — | — |
| Q1 2026 | $17.9M | 718.9K | — | — |
| Q1 2026 | $3.6M | 165.2K | — | — |
| Q1 2026 | $4.9M | 197.3K | — | — |
| Q1 2026 | $930K | 30.3K | — | — |
| Q1 2026 | $419K | 12.7K | — | — |
| Q1 2026 | $2M | 68.8K | — | — |
| Q1 2026 | $2.2M | 70.0K | — | — |
| Q1 2026 | $7.1M | 278.4K | — | — |
| Q4 2025 | $1.2M | 46.4K | — | — |
| Q4 2025 | $16.2M | 646.3K | — | — |
| Q4 2025 | $3.5M | 167.6K | — | — |
| Q4 2025 | $5M | 208.6K | — | — |
| Q4 2025 | $832K | 30.3K | — | — |
| Q4 2025 | $425K | 13.0K | — | — |
| Q4 2025 | $2M | 71.4K | — | — |
| Q4 2025 | $2.2M | 74.5K | — | — |
| Q4 2025 | $8.1M | 299.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B