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Winter & Associates, Inc. → SCHW-PJ
Winter & Associates, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$419K
Q3 2026
Peak value
$6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6M |
| Q4 2025 | $374K |
| Q1 2026 | $5.3M |
| Q1 2026 | $408K |
| Q2 2026 | $3.1M |
| Q2 2026 | $401K |
| Q3 2026 | $2.8M |
| Q3 2026 | $419K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $419K | 12.1K | — | — |
| Q3 2026 | $2.8M | 78.7K | — | — |
| Q2 2026 | $401K | 12.6K | — | — |
| Q2 2026 | $3.1M | 81.7K | — | — |
| Q1 2026 | $408K | 13.3K | — | — |
| Q1 2026 | $5.3M | 161.5K | — | — |
| Q4 2025 | $374K | 13.6K | — | — |
| Q4 2025 | $6M | 191.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B