Back to SCHW-PJ
True Freedom Investing, LLC → SCHW-PJ
True Freedom Investing, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
36
Latest value
$875K
Q3 2026
Peak value
$42.1M
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $202K |
| Q2 2025 | $224K |
| Q3 2025 | $405K |
| Q3 2025 | $398K |
| Q4 2025 | $6.4M |
| Q4 2025 | $32M |
| Q4 2025 | $207K |
| Q4 2025 | $4.4M |
| Q4 2025 | $5.9M |
| Q4 2025 | $26M |
| Q4 2025 | $2.4M |
| Q4 2025 | $786K |
| Q1 2026 | $6.1M |
| Q1 2026 | $35M |
| Q1 2026 | $305K |
| Q1 2026 | $5.2M |
| Q1 2026 | $6.5M |
| Q1 2026 | $29.4M |
| Q1 2026 | $2.8M |
| Q1 2026 | $924K |
| Q2 2026 | $6M |
| Q2 2026 | $33.6M |
| Q2 2026 | $305K |
| Q2 2026 | $5M |
| Q2 2026 | $6.4M |
| Q2 2026 | $28.2M |
| Q2 2026 | $2.7M |
| Q2 2026 | $922K |
| Q3 2026 | $7.5M |
| Q3 2026 | $42.1M |
| Q3 2026 | $542K |
| Q3 2026 | $276K |
| Q3 2026 | $7.2M |
| Q3 2026 | $34.8M |
| Q3 2026 | $2.9M |
| Q3 2026 | $875K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $875K | 34.8K | — | — |
| Q3 2026 | $2.9M | 121.9K | — | — |
| Q3 2026 | $34.8M | 1.27M | — | — |
| Q3 2026 | $7.2M | 221.5K | — | — |
| Q3 2026 | $276K | 7.6K | — | — |
| Q3 2026 | $542K | 15.9K | — | — |
| Q3 2026 | $42.1M | 1.40M | — | — |
| Q3 2026 | $7.5M | 254.8K | — | — |
| Q2 2026 | $922K | 34.6K | — | — |
| Q2 2026 | $2.7M | 111.9K | — | — |
| Q2 2026 | $28.2M | 1.14M | — | — |
| Q2 2026 | $6.4M | 207.7K | — | — |
| Q2 2026 | $5M | 151.3K | — | — |
| Q2 2026 | $305K | 9.8K | — | — |
| Q2 2026 | $33.6M | 1.31M | — | — |
| Q2 2026 | $6M | 237.5K | — | — |
| Q1 2026 | $924K | 34.7K | — | — |
| Q1 2026 | $2.8M | 115.4K | — | — |
| Q1 2026 | $29.4M | 1.19M | — | — |
| Q1 2026 | $6.5M | 212.2K | — | — |
| Q1 2026 | $5.2M | 159.1K | — | — |
| Q1 2026 | $305K | 9.8K | — | — |
| Q1 2026 | $35M | 1.37M | — | — |
| Q1 2026 | $6.1M | 242.2K | — | — |
| Q4 2025 | $786K | 29.7K | — | — |
| Q4 2025 | $2.4M | 96.7K | — | — |
| Q4 2025 | $26M | 1.08M | — | — |
| Q4 2025 | $5.9M | 214.0K | — | — |
| Q4 2025 | $4.4M | 134.1K | — | — |
| Q4 2025 | $207K | 6.9K | — | — |
| Q4 2025 | $32M | 1.19M | — | — |
| Q4 2025 | $6.4M | 244.3K | — | — |
| Q3 2025 | $398K | 17.1K | — | — |
| Q3 2025 | $405K | 15.4K | — | — |
| Q2 2025 | $224K | 10.1K | — | — |
| Q2 2025 | $202K | 8.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B