Back to SCHW-PJ
Trust Point Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
62
Latest value
$246K
Q3 2026
Peak value
$10.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $673K |
| Q4 2025 | $79K |
| Q4 2025 | $1.5M |
| Q4 2025 | $250K |
| Q4 2025 | $7.2M |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $2.5M |
| Q4 2025 | $311K |
| Q4 2025 | $679K |
| Q4 2025 | $852K |
| Q4 2025 | $453K |
| Q1 2026 | $619K |
| Q1 2026 | $275K |
| Q1 2026 | $1.5M |
| Q1 2026 | $238K |
| Q1 2026 | $313K |
| Q1 2026 | $7.3M |
| Q1 2026 | $317K |
| Q1 2026 | $1.3M |
| Q1 2026 | $851K |
| Q1 2026 | $37K |
| Q1 2026 | $320K |
| Q1 2026 | $706K |
| Q1 2026 | $291K |
| Q1 2026 | $950K |
| Q1 2026 | $225K |
| Q2 2026 | $591K |
| Q2 2026 | $270K |
| Q2 2026 | $549K |
| Q2 2026 | $1.7M |
| Q2 2026 | $276K |
| Q2 2026 | $442K |
| Q2 2026 | $8.7M |
| Q2 2026 | $377K |
| Q2 2026 | $1.4M |
| Q2 2026 | $870K |
| Q2 2026 | $38K |
| Q2 2026 | $409K |
| Q2 2026 | $890K |
| Q2 2026 | $269K |
| Q2 2026 | $359K |
| Q2 2026 | $972K |
| Q2 2026 | $229K |
| Q3 2026 | $692K |
| Q3 2026 | $276K |
| Q3 2026 | $556K |
| Q3 2026 | $1.7M |
| Q3 2026 | $299K |
| Q3 2026 | $519K |
| Q3 2026 | $10.2M |
| Q3 2026 | $348K |
| Q3 2026 | $1.4M |
| Q3 2026 | $3.6M |
| Q3 2026 | $151K |
| Q3 2026 | $376K |
| Q3 2026 | $900K |
| Q3 2026 | $276K |
| Q3 2026 | $217K |
| Q3 2026 | $976K |
| Q3 2026 | $246K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $246K | 9.8K | — | — |
| Q3 2026 | $976K | 41.2K | — | — |
| Q3 2026 | $217K | 7.9K | — | — |
| Q3 2026 | $276K | 8.5K | — | — |
| Q3 2026 | $900K | 28.6K | — | — |
| Q3 2026 | $376K | 10.8K | — | — |
| Q3 2026 | $151K | 3.6K | — | — |
| Q3 2026 | $3.6M | 85.4K | — | — |
| Q3 2026 | $1.4M | 39.5K | — | — |
| Q3 2026 | $348K | 10.2K | — | — |
| Q3 2026 | $10.2M | 299.9K | — | — |
| Q3 2026 | $519K | 15.6K | — | — |
| Q3 2026 | $299K | 8.3K | — | — |
| Q3 2026 | $1.7M | 57.4K | — | — |
| Q3 2026 | $556K | 19.0K | — | — |
| Q3 2026 | $276K | 2.8K | — | — |
| Q3 2026 | $692K | 7.1K | — | — |
| Q2 2026 | $229K | 8.7K | — | — |
| Q2 2026 | $972K | 39.4K | — | — |
| Q2 2026 | $359K | 13.0K | — | — |
| Q2 2026 | $269K | 8.5K | — | — |
| Q2 2026 | $890K | 28.6K | — | — |
| Q2 2026 | $409K | 10.8K | — | — |
| Q2 2026 | $38K | 960 | — | — |
| Q2 2026 | $870K | 21.9K | — | — |
| Q2 2026 | $1.4M | 39.5K | — | — |
| Q2 2026 | $377K | 10.2K | — | — |
| Q2 2026 | $8.7M | 236.9K | — | — |
| Q2 2026 | $442K | 12.7K | — | — |
| Q2 2026 | $276K | 8.2K | — | — |
| Q2 2026 | $1.7M | 57.4K | — | — |
| Q2 2026 | $549K | 19.0K | — | — |
| Q2 2026 | $270K | 2.9K | — | — |
| Q2 2026 | $591K | 6.4K | — | — |
| Q1 2026 | $225K | 8.4K | — | — |
| Q1 2026 | $950K | 38.1K | — | — |
| Q1 2026 | $291K | 11.8K | — | — |
| Q1 2026 | $706K | 25.4K | — | — |
| Q1 2026 | $320K | 9.9K | — | — |
| Q1 2026 | $37K | 960 | — | — |
| Q1 2026 | $851K | 22.2K | — | — |
| Q1 2026 | $1.3M | 39.5K | — | — |
| Q1 2026 | $317K | 10.2K | — | — |
| Q1 2026 | $7.3M | 235.1K | — | — |
| Q1 2026 | $313K | 10.2K | — | — |
| Q1 2026 | $238K | 8.2K | — | — |
| Q1 2026 | $1.5M | 57.4K | — | — |
| Q1 2026 | $275K | 2.9K | — | — |
| Q1 2026 | $619K | 6.6K | — | — |
| Q4 2025 | $453K | 17.1K | — | — |
| Q4 2025 | $852K | 34.0K | — | — |
| Q4 2025 | $679K | 25.0K | — | — |
| Q4 2025 | $311K | 9.9K | — | — |
| Q4 2025 | $2.5M | 68.8K | — | — |
| Q4 2025 | $1.3M | 35.1K | — | — |
| Q4 2025 | $1.3M | 39.5K | — | — |
| Q4 2025 | $1.6M | 54.1K | — | — |
| Q4 2025 | $7.2M | 239.3K | — | — |
| Q4 2025 | $250K | 8.4K | — | — |
| Q4 2025 | $1.5M | 57.4K | — | — |
| Q4 2025 | $79K | 793 | — | — |
| Q4 2025 | $673K | 6.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B