Back to SCHW-PJ
VISIONARY HORIZONS, LLC → SCHW-PJ
VISIONARY HORIZONS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
24
Latest value
$456K
Q3 2026
Peak value
$35.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $34.3M |
| Q4 2025 | $775K |
| Q4 2025 | $493K |
| Q4 2025 | $9.3M |
| Q4 2025 | $747K |
| Q4 2025 | $238K |
| Q1 2026 | $28.3M |
| Q1 2026 | $857K |
| Q1 2026 | $601K |
| Q1 2026 | $12.9M |
| Q1 2026 | $908K |
| Q1 2026 | $291K |
| Q2 2026 | $33.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $954K |
| Q2 2026 | $16.9M |
| Q2 2026 | $1.4M |
| Q2 2026 | $409K |
| Q3 2026 | $35.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $941K |
| Q3 2026 | $18.5M |
| Q3 2026 | $1.4M |
| Q3 2026 | $456K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $456K | 9.2K | — | — |
| Q3 2026 | $1.4M | 52.4K | — | — |
| Q3 2026 | $18.5M | 343.9K | — | — |
| Q3 2026 | $941K | 27.6K | — | — |
| Q3 2026 | $1.3M | 40.1K | — | — |
| Q3 2026 | $35.1M | 977.1K | — | — |
| Q2 2026 | $409K | 8.5K | — | — |
| Q2 2026 | $1.4M | 49.0K | — | — |
| Q2 2026 | $16.9M | 320.4K | — | — |
| Q2 2026 | $954K | 25.9K | — | — |
| Q2 2026 | $1.3M | 38.2K | — | — |
| Q2 2026 | $33.1M | 976.9K | — | — |
| Q1 2026 | $291K | 6.2K | — | — |
| Q1 2026 | $908K | 36.7K | — | — |
| Q1 2026 | $12.9M | 262.9K | — | — |
| Q1 2026 | $601K | 19.4K | — | — |
| Q1 2026 | $857K | 28.1K | — | — |
| Q1 2026 | $28.3M | 972.1K | — | — |
| Q4 2025 | $238K | 5.2K | — | — |
| Q4 2025 | $747K | 31.1K | — | — |
| Q4 2025 | $9.3M | 205.5K | — | — |
| Q4 2025 | $493K | 16.4K | — | — |
| Q4 2025 | $775K | 26.2K | — | — |
| Q4 2025 | $34.3M | 1.05M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B