Back to SCHW-PJ
Ulland Investment Advisors, LLC → SCHW-PJ
Ulland Investment Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$27K
Q3 2026
Peak value
$2.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $207K |
| Q3 2025 | $1.3M |
| Q3 2025 | $2.5M |
| Q3 2025 | $209K |
| Q3 2025 | $78K |
| Q4 2025 | $193K |
| Q4 2025 | $1.2M |
| Q4 2025 | $2.4M |
| Q4 2025 | $1K |
| Q4 2025 | $23K |
| Q1 2026 | $182K |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.5M |
| Q1 2026 | $1K |
| Q1 2026 | $24K |
| Q2 2026 | $179K |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.9M |
| Q2 2026 | $1K |
| Q2 2026 | $27K |
| Q3 2026 | $189K |
| Q3 2026 | $1.3M |
| Q3 2026 | $2.7M |
| Q3 2026 | $1K |
| Q3 2026 | $27K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27K | 975 | — | — |
| Q3 2026 | $1K | 36 | — | — |
| Q3 2026 | $2.7M | 78.1K | — | — |
| Q3 2026 | $1.3M | 41.7K | — | — |
| Q3 2026 | $189K | 1.9K | — | — |
| Q2 2026 | $27K | 975 | — | — |
| Q2 2026 | $1K | 36 | — | — |
| Q2 2026 | $2.9M | 79.5K | — | — |
| Q2 2026 | $1.3M | 43.0K | — | — |
| Q2 2026 | $179K | 1.9K | — | — |
| Q1 2026 | $24K | 971 | — | — |
| Q1 2026 | $1K | 36 | — | — |
| Q1 2026 | $2.5M | 79.9K | — | — |
| Q1 2026 | $1.1M | 44.5K | — | — |
| Q1 2026 | $182K | 1.9K | — | — |
| Q4 2025 | $23K | 966 | — | — |
| Q4 2025 | $1K | 36 | — | — |
| Q4 2025 | $2.4M | 80.4K | — | — |
| Q4 2025 | $1.2M | 45.4K | — | — |
| Q4 2025 | $193K | 1.9K | — | — |
| Q3 2025 | $78K | 3.4K | — | — |
| Q3 2025 | $209K | 7.7K | — | — |
| Q3 2025 | $2.5M | 85.0K | — | — |
| Q3 2025 | $1.3M | 48.3K | — | — |
| Q3 2025 | $207K | 2.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B