Charles Schwab
DJCO icon

Charles Schwab’s Daily Journal DJCO Stock Holding History

Charles Schwab’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.29M Buy
8,798
+465
+6% +$242K ﹤0.01% 2451
2026
Q1 		$4.02M Sell
8,333
-112
-1% -$61.3K ﹤0.01% 2491
2025
Q4 		$4.12M Hold
8,445
– – ﹤0.01% 2535
2025
Q3 		$3.93M Buy
8,445
+125
+2% +$54.2K ﹤0.01% 2535
2025
Q2 		$3.51M Sell
8,320
-212
-2% -$84.7K ﹤0.01% 2478
2025
Q1 		$3.39M Sell
8,532
-254
-3% -$110K ﹤0.01% 2432
2024
Q4 		$4.99M Buy
8,786
+164
+2% +$87.7K ﹤0.01% 2334
2024
Q3 		$4.23M Buy
8,622
+4,924
+133% +$2.24M ﹤0.01% 2454
2024
Q2 		$1.46M Buy
3,698
+127
+4% +$46.7K ﹤0.01% 2797
2024
Q1 		$1.29M Buy
3,571
+32
+0.9% +$10.9K ﹤0.01% 2719
2023
Q4 		$1.21M Hold
3,539
– – ﹤0.01% 2771
2023
Q3 		$1.04M Sell
3,539
-2
-0.1% -$589 ﹤0.01% 2784
2023
Q2 		$1.02M Buy
3,541
+348
+11% +$98.4K ﹤0.01% 2761
2023
Q1 		$910K Buy
3,193
+155
+5% +$44.9K ﹤0.01% 2760
2022
Q4 		$761K Sell
3,038
-124
-4% -$33.5K ﹤0.01% 2872
2022
Q3 		$811K Buy
3,162
+216
+7% +$57.1K ﹤0.01% 2853
2022
Q2 		$763K Sell
2,946
-77
-3% -$20.7K ﹤0.01% 2897
2022
Q1 		$944K Buy
3,023
+75
+3% +$24.4K ﹤0.01% 2869
2021
Q4 		$1.05M Buy
2,948
+100
+4% +$35.3K ﹤0.01% 2894
2021
Q3 		$913K Sell
2,848
-6
-0.2% -$1.97K ﹤0.01% 2905
2021
Q2 		$967K Sell
2,854
-26
-0.9% -$8.35K ﹤0.01% 2943
2021
Q1 		$912K Buy
2,880
+114
+4% +$38.6K ﹤0.01% 2890
2020
Q4 		$1.12M Buy
2,766
+5
+0.2% +$1.42K ﹤0.01% 2739
2020
Q3 		$669K Sell
2,761
-146
-5% -$40.1K ﹤0.01% 2798
2020
Q2 		$785K Buy
2,907
+86
+3% +$22.9K ﹤0.01% 2697
2020
Q1 		$645K Buy
2,821
+14
+0.5% +$3.68K ﹤0.01% 2623
2019
Q4 		$816K Buy
2,807
+33
+1% +$9.23K ﹤0.01% 2664
2019
Q3 		$687K Hold
2,774
– – ﹤0.01% 2679
2019
Q2 		$661K Buy
2,774
+166
+6% +$36.5K ﹤0.01% 2709
2019
Q1 		$559K Sell
2,608
-130
-5% -$28.8K ﹤0.01% 2723
2018
Q4 		$641K Buy
2,738
+346
+14% +$81.4K ﹤0.01% 2677
2018
Q3 		$577K Buy
2,392
+110
+5% +$25.9K ﹤0.01% 2784
2018
Q2 		$526K Buy
2,282
+282
+14% +$64.6K ﹤0.01% 2791
2018
Q1 		$457K Hold
2,000
– – ﹤0.01% 2760
2017
Q4 		$461K Hold
2,000
– – ﹤0.01% 2740
2017
Q3 		$438K Hold
2,000
– – ﹤0.01% 2757
2017
Q2 		$413K Hold
2,000
– – ﹤0.01% 2753
2017
Q1 		$429K Hold
2,000
– – ﹤0.01% 2698
2016
Q4 		$484K Hold
2,000
– – ﹤0.01% 2662
2016
Q3 		$438K Hold
2,000
– – ﹤0.01% 2657
2016
Q2 		$474K Hold
2,000
– – ﹤0.01% 2605
2016
Q1 		$392K Hold
2,000
– – ﹤0.01% 2679
2015
Q4 		$404K Hold
2,000
– – ﹤0.01% 2738
2015
Q3 		$373K Hold
2,000
– – ﹤0.01% 2740
2015
Q2 		$394K Buy
2,000
+700
+54% +$141K ﹤0.01% 2770
2015
Q1 		$239K Hold
1,300
– – ﹤0.01% 2910
2014
Q4 		$342K Hold
1,300
– – ﹤0.01% 2791
2014
Q3 		$235K Hold
1,300
– – ﹤0.01% 2891
2014
Q2 		$269K Hold
1,300
– – ﹤0.01% 2903
2014
Q1 		$225K Hold
1,300
– – ﹤0.01% 2910
2013
Q4 		$241K Buy
+1,300
New +$193K ﹤0.01% 2897

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's DJCO Position: Q2 2026 in Review

Charles Schwab increased its Daily Journal (DJCO) stake by 5.6% in Q2 2026, buying an estimated $242K and bringing the position to 8,798 shares worth $5.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Charles Schwab first reported a position in DJCO in Q4 2013 and has held it in 51 quarters since. 132 funds tracked by Wall St. Rank hold DJCO as of Q2 2026.

  • Charles Schwab held 8,798 shares of Daily Journal worth $5.29M as of Q2 2026.
  • Charles Schwab bought 465 Daily Journal shares in Q2 2026, an estimated $242K.
  • Daily Journal made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2451 holding.
  • Charles Schwab first reported a position in Daily Journal in Q4 2013 and has held it in 51 quarters since.
  • 132 funds tracked by Wall St. Rank held Daily Journal as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.