Back to SCHW-PJ
Verum Partners LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
38
Latest value
$883K
Q3 2026
Peak value
$22.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q3 2025 | $971K |
| Q3 2025 | $16.1M |
| Q3 2025 | $4M |
| Q3 2025 | $6.4M |
| Q3 2025 | $1.1M |
| Q4 2025 | $447K |
| Q4 2025 | $2.3M |
| Q4 2025 | $980K |
| Q4 2025 | $378K |
| Q4 2025 | $17.6M |
| Q4 2025 | $3.7M |
| Q4 2025 | $6M |
| Q4 2025 | $934K |
| Q1 2026 | $408K |
| Q1 2026 | $2.2M |
| Q1 2026 | $1M |
| Q1 2026 | $465K |
| Q1 2026 | $19.5M |
| Q1 2026 | $3.3M |
| Q1 2026 | $5.7M |
| Q1 2026 | $1.1M |
| Q2 2026 | $463K |
| Q2 2026 | $2.5M |
| Q2 2026 | $1.1M |
| Q2 2026 | $260K |
| Q2 2026 | $21.5M |
| Q2 2026 | $3.8M |
| Q2 2026 | $5.8M |
| Q2 2026 | $995K |
| Q3 2026 | $469K |
| Q3 2026 | $2.5M |
| Q3 2026 | $983K |
| Q3 2026 | $269K |
| Q3 2026 | $22.5M |
| Q3 2026 | $2.3M |
| Q3 2026 | $5.4M |
| Q3 2026 | $883K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $883K | 27.1K | — | — |
| Q3 2026 | $5.4M | 171.3K | — | — |
| Q3 2026 | $2.3M | 66.7K | — | — |
| Q3 2026 | $22.5M | 418.8K | — | — |
| Q3 2026 | $269K | 6.4K | — | — |
| Q3 2026 | $983K | 29.5K | — | — |
| Q3 2026 | $2.5M | 84.8K | — | — |
| Q3 2026 | $469K | 16.0K | — | — |
| Q2 2026 | $995K | 31.4K | — | — |
| Q2 2026 | $5.8M | 186.9K | — | — |
| Q2 2026 | $3.8M | 99.2K | — | — |
| Q2 2026 | $21.5M | 408.4K | — | — |
| Q2 2026 | $260K | 6.6K | — | — |
| Q2 2026 | $1.1M | 32.9K | — | — |
| Q2 2026 | $2.5M | 85.1K | — | — |
| Q2 2026 | $463K | 16.0K | — | — |
| Q1 2026 | $1.1M | 34.3K | — | — |
| Q1 2026 | $5.7M | 203.1K | — | — |
| Q1 2026 | $3.3M | 103.2K | — | — |
| Q1 2026 | $19.5M | 398.2K | — | — |
| Q1 2026 | $465K | 12.2K | — | — |
| Q1 2026 | $1M | 32.8K | — | — |
| Q1 2026 | $2.2M | 85.0K | — | — |
| Q1 2026 | $408K | 16.3K | — | — |
| Q4 2025 | $934K | 34.0K | — | — |
| Q4 2025 | $6M | 219.6K | — | — |
| Q4 2025 | $3.7M | 117.7K | — | — |
| Q4 2025 | $17.6M | 388.9K | — | — |
| Q4 2025 | $378K | 10.5K | — | — |
| Q4 2025 | $980K | 33.1K | — | — |
| Q4 2025 | $2.3M | 84.9K | — | — |
| Q4 2025 | $447K | 17.0K | — | — |
| Q3 2025 | $1.1M | 39.3K | — | — |
| Q3 2025 | $6.4M | 243.4K | — | — |
| Q3 2025 | $4M | 129.2K | — | — |
| Q3 2025 | $16.1M | 374.3K | — | — |
| Q3 2025 | $971K | 33.4K | — | — |
| Q3 2025 | $2.4M | 90.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B