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XML Financial, LLC → CW

XML Financial, LLC CW Position History

Curtiss-Wright Corporation • Industrials

Quarters held
6
Latest value
$18.2M
Q3 2026
Peak value
$19.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$16.8M
Q1 2026$204K
Q1 2026$17.1M
Q2 2026$227K
Q2 2026$19.6M
Q3 2026$18.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$18.2M180.0K——
Q2 2026$19.6M181.5K——
Q2 2026$227K300——
Q1 2026$17.1M186.5K——
Q1 2026$204K300——
Q4 2025$16.8M188.1K——

Other funds holding CW

Other XML Financial, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$61.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$57M
SCHW-PJ

SCHWAB STRATEGIC TR

$49M
SCHW-PJ

SCHWAB STRATEGIC TR

$47.5M
ETHA

ISHARES TR

$44.4M
ETHA

ISHARES TR

$44.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$42.6M