Back to SCHW-PJ
WRIGHT INVESTORS SERVICE INC → SCHW-PJ
WRIGHT INVESTORS SERVICE INC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$1.5M
Q3 2026
Peak value
$5.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.1M |
| Q4 2025 | $1M |
| Q1 2026 | $5.5M |
| Q1 2026 | $1.3M |
| Q2 2026 | $5.4M |
| Q2 2026 | $1.5M |
| Q3 2026 | $5.7M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 15.6K | — | — |
| Q3 2026 | $5.7M | 58.2K | — | — |
| Q2 2026 | $1.5M | 16.4K | — | — |
| Q2 2026 | $5.4M | 58.2K | — | — |
| Q1 2026 | $1.3M | 13.4K | — | — |
| Q1 2026 | $5.5M | 58.4K | — | — |
| Q4 2025 | $1M | 10.2K | — | — |
| Q4 2025 | $5.1M | 50.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B