Back to SCHW-PJ
Unison Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$41.6M
Q3 2026
Peak value
$41.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $35.2M |
| Q3 2025 | $32.7M |
| Q4 2025 | $36M |
| Q4 2025 | $35.3M |
| Q1 2026 | $37.2M |
| Q1 2026 | $38.6M |
| Q2 2026 | $38.6M |
| Q2 2026 | $41.4M |
| Q3 2026 | $39.4M |
| Q3 2026 | $41.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $41.6M | 773.8K | — | — |
| Q3 2026 | $39.4M | 940.7K | — | — |
| Q2 2026 | $41.4M | 784.7K | — | — |
| Q2 2026 | $38.6M | 971.8K | — | — |
| Q1 2026 | $38.6M | 788.2K | — | — |
| Q1 2026 | $37.2M | 972.6K | — | — |
| Q4 2025 | $35.3M | 781.5K | — | — |
| Q4 2025 | $36M | 998.6K | — | — |
| Q3 2025 | $32.7M | 762.1K | — | — |
| Q3 2025 | $35.2M | 973.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B