Back to SCHW-PJ
Vision Capital Management, Inc. → SCHW-PJ
Vision Capital Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
21
Latest value
$550K
Q3 2026
Peak value
$11.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q3 2025 | $1.8M |
| Q3 2025 | $3.1M |
| Q3 2025 | $10.5M |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.8M |
| Q4 2025 | $3.1M |
| Q4 2025 | $10.6M |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.8M |
| Q1 2026 | $3.2M |
| Q1 2026 | $10.7M |
| Q2 2026 | $2M |
| Q2 2026 | $1.7M |
| Q2 2026 | $3.8M |
| Q2 2026 | $11.8M |
| Q3 2026 | $2M |
| Q3 2026 | $1.5M |
| Q3 2026 | $3.2M |
| Q3 2026 | $11.2M |
| Q3 2026 | $550K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $550K | 20.0K | — | — |
| Q3 2026 | $11.2M | 407.1K | — | — |
| Q3 2026 | $3.2M | 99.6K | — | — |
| Q3 2026 | $1.5M | 43.1K | — | — |
| Q3 2026 | $2M | 66.5K | — | — |
| Q2 2026 | $11.8M | 424.4K | — | — |
| Q2 2026 | $3.8M | 105.6K | — | — |
| Q2 2026 | $1.7M | 45.4K | — | — |
| Q2 2026 | $2M | 66.5K | — | — |
| Q1 2026 | $10.7M | 433.9K | — | — |
| Q1 2026 | $3.2M | 109.0K | — | — |
| Q1 2026 | $1.8M | 59.5K | — | — |
| Q1 2026 | $1.7M | 66.6K | — | — |
| Q4 2025 | $10.6M | 439.1K | — | — |
| Q4 2025 | $3.1M | 109.7K | — | — |
| Q4 2025 | $1.8M | 59.5K | — | — |
| Q4 2025 | $1.8M | 66.6K | — | — |
| Q3 2025 | $10.5M | 450.6K | — | — |
| Q3 2025 | $3.1M | 112.4K | — | — |
| Q3 2025 | $1.8M | 61.2K | — | — |
| Q3 2025 | $1.8M | 67.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B