Back to SCHW-PJ
TFB Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
14
Latest value
$5.1M
Q3 2026
Peak value
$5.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $881K |
| Q3 2025 | $303K |
| Q3 2025 | $394K |
| Q4 2025 | $957K |
| Q4 2025 | $298K |
| Q4 2025 | $308K |
| Q4 2025 | $376K |
| Q1 2026 | $412K |
| Q1 2026 | $363K |
| Q2 2026 | $509K |
| Q2 2026 | $202K |
| Q2 2026 | $1.2M |
| Q3 2026 | $618K |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 156.6K | — | — |
| Q3 2026 | $618K | 17.2K | — | — |
| Q2 2026 | $1.2M | 37.1K | — | — |
| Q2 2026 | $202K | 5.8K | — | — |
| Q2 2026 | $509K | 15.0K | — | — |
| Q1 2026 | $363K | 11.8K | — | — |
| Q1 2026 | $412K | 14.1K | — | — |
| Q4 2025 | $376K | 15.4K | — | — |
| Q4 2025 | $308K | 11.2K | — | — |
| Q4 2025 | $298K | 10.1K | — | — |
| Q4 2025 | $957K | 29.3K | — | — |
| Q3 2025 | $394K | 16.2K | — | — |
| Q3 2025 | $303K | 11.3K | — | — |
| Q3 2025 | $881K | 27.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B