Back to SCHW-PJ
Trust Co SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
48
Latest value
$331K
Q3 2026
Peak value
$58.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $40K |
| Q4 2025 | $125K |
| Q4 2025 | $55K |
| Q4 2025 | $361 |
| Q4 2025 | $171 |
| Q4 2025 | $11K |
| Q4 2025 | $52M |
| Q4 2025 | $3K |
| Q4 2025 | $701K |
| Q4 2025 | $553 |
| Q4 2025 | $8K |
| Q1 2026 | $44K |
| Q1 2026 | $149K |
| Q1 2026 | $78K |
| Q1 2026 | $495 |
| Q1 2026 | $233 |
| Q1 2026 | $1K |
| Q1 2026 | $55.7M |
| Q1 2026 | $3K |
| Q1 2026 | $963K |
| Q1 2026 | $842 |
| Q1 2026 | $8K |
| Q2 2026 | $45K |
| Q2 2026 | $172K |
| Q2 2026 | $91K |
| Q2 2026 | $811 |
| Q2 2026 | $397 |
| Q2 2026 | $1K |
| Q2 2026 | $58.8M |
| Q2 2026 | $4K |
| Q2 2026 | $1.2M |
| Q2 2026 | $13K |
| Q2 2026 | $8K |
| Q2 2026 | $1K |
| Q3 2026 | $48K |
| Q3 2026 | $175K |
| Q3 2026 | $152K |
| Q3 2026 | $48K |
| Q3 2026 | $896 |
| Q3 2026 | $440 |
| Q3 2026 | $1K |
| Q3 2026 | $58.9M |
| Q3 2026 | $3K |
| Q3 2026 | $2.3M |
| Q3 2026 | $12K |
| Q3 2026 | $8K |
| Q3 2026 | $1K |
| Q3 2026 | $331K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $331K | 13.2K | — | — |
| Q3 2026 | $1K | 61 | — | — |
| Q3 2026 | $8K | 347 | — | — |
| Q3 2026 | $12K | 436 | — | — |
| Q3 2026 | $2.3M | 70.0K | — | — |
| Q3 2026 | $3K | 98 | — | — |
| Q3 2026 | $58.9M | 1.10M | — | — |
| Q3 2026 | $1K | 38 | — | — |
| Q3 2026 | $440 | 13 | — | — |
| Q3 2026 | $896 | 26 | — | — |
| Q3 2026 | $48K | 1.4K | — | — |
| Q3 2026 | $152K | 4.2K | — | — |
| Q3 2026 | $175K | 5.8K | — | — |
| Q3 2026 | $48K | 492 | — | — |
| Q2 2026 | $1K | 61 | — | — |
| Q2 2026 | $8K | 347 | — | — |
| Q2 2026 | $13K | 480 | — | — |
| Q2 2026 | $1.2M | 39.4K | — | — |
| Q2 2026 | $4K | 98 | — | — |
| Q2 2026 | $58.8M | 1.12M | — | — |
| Q2 2026 | $1K | 35 | — | — |
| Q2 2026 | $397 | 11 | — | — |
| Q2 2026 | $811 | 22 | — | — |
| Q2 2026 | $91K | 2.7K | — | — |
| Q2 2026 | $172K | 5.8K | — | — |
| Q2 2026 | $45K | 492 | — | — |
| Q1 2026 | $8K | 347 | — | — |
| Q1 2026 | $842 | 34 | — | — |
| Q1 2026 | $963K | 31.4K | — | — |
| Q1 2026 | $3K | 98 | — | — |
| Q1 2026 | $55.7M | 1.14M | — | — |
| Q1 2026 | $1K | 33 | — | — |
| Q1 2026 | $233 | 8 | — | — |
| Q1 2026 | $495 | 16 | — | — |
| Q1 2026 | $78K | 2.7K | — | — |
| Q1 2026 | $149K | 5.8K | — | — |
| Q1 2026 | $44K | 467 | — | — |
| Q4 2025 | $8K | 346 | — | — |
| Q4 2025 | $553 | 23 | — | — |
| Q4 2025 | $701K | 25.5K | — | — |
| Q4 2025 | $3K | 98 | — | — |
| Q4 2025 | $52M | 1.15M | — | — |
| Q4 2025 | $11K | 343 | — | — |
| Q4 2025 | $171 | 6 | — | — |
| Q4 2025 | $361 | 12 | — | — |
| Q4 2025 | $55K | 1.7K | — | — |
| Q4 2025 | $125K | 4.6K | — | — |
| Q4 2025 | $40K | 396 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Trust Co positions
ETHA
$98.2MISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
ETHA
$89MISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
ETHA
$87.3MISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
ETHA
$84.3MISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
VGES
$78.5MVANGUARD TOTAL BOND MARKET ETF
VGES
$76.5MVANGUARD MORNINGSTAR GROWTH ETF
VGES
$72MVANGUARD TOTAL BOND MARKET ETF
ETHA
$71.9MISHARES CORE U.S. AGGREGATE BOND ETF