Back to SCHW-PJ
XML Financial, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
17
Latest value
$341K
Q3 2026
Peak value
$61.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1M |
| Q4 2025 | $49M |
| Q4 2025 | $34.4M |
| Q4 2025 | $11.6M |
| Q1 2026 | $867K |
| Q1 2026 | $47.5M |
| Q1 2026 | $37.9M |
| Q1 2026 | $12.4M |
| Q2 2026 | $987K |
| Q2 2026 | $57M |
| Q2 2026 | $43.6M |
| Q2 2026 | $12.4M |
| Q3 2026 | $1M |
| Q3 2026 | $61.8M |
| Q3 2026 | $42.6M |
| Q3 2026 | $13.3M |
| Q3 2026 | $341K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $341K | 14.4K | — | — |
| Q3 2026 | $13.3M | 408.6K | — | — |
| Q3 2026 | $42.6M | 1.28M | — | — |
| Q3 2026 | $61.8M | 1.72M | — | — |
| Q3 2026 | $1M | 33.7K | — | — |
| Q2 2026 | $12.4M | 390.8K | — | — |
| Q2 2026 | $43.6M | 1.25M | — | — |
| Q2 2026 | $57M | 1.68M | — | — |
| Q2 2026 | $987K | 33.5K | — | — |
| Q1 2026 | $12.4M | 403.2K | — | — |
| Q1 2026 | $37.9M | 1.24M | — | — |
| Q1 2026 | $47.5M | 1.63M | — | — |
| Q1 2026 | $867K | 33.8K | — | — |
| Q4 2025 | $11.6M | 423.1K | — | — |
| Q4 2025 | $34.4M | 1.16M | — | — |
| Q4 2025 | $49M | 1.50M | — | — |
| Q4 2025 | $1M | 38.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B