Back to SCHW-PJ
Value Investment Professionals, LLC → SCHW-PJ
Value Investment Professionals, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$805K
Q3 2026
Peak value
$1.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.7M |
| Q4 2025 | $331K |
| Q4 2025 | $632K |
| Q1 2026 | $273K |
| Q1 2026 | $756K |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.9M |
| Q2 2026 | $317K |
| Q2 2026 | $788K |
| Q3 2026 | $1.9M |
| Q3 2026 | $337K |
| Q3 2026 | $805K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $805K | 24.7K | — | — |
| Q3 2026 | $337K | 9.4K | — | — |
| Q3 2026 | $1.9M | 66.3K | — | — |
| Q2 2026 | $788K | 24.8K | — | — |
| Q2 2026 | $317K | 9.4K | — | — |
| Q2 2026 | $1.9M | 66.3K | — | — |
| Q1 2026 | $1.7M | 66.1K | — | — |
| Q1 2026 | $756K | 24.6K | — | — |
| Q1 2026 | $273K | 9.4K | — | — |
| Q4 2025 | $632K | 23.0K | — | — |
| Q4 2025 | $331K | 10.2K | — | — |
| Q4 2025 | $1.7M | 65.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B