Back to SCHW-PJ
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP → SCHW-PJ
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$71M
Q3 2026
Peak value
$153.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $124.7M |
| Q4 2025 | $153.1M |
| Q1 2026 | $153.5M |
| Q2 2026 | $78.5M |
| Q3 2026 | $71M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $71M | 2.83M | — | — |
| Q2 2026 | $78.5M | 2.96M | — | — |
| Q1 2026 | $153.5M | 5.77M | — | — |
| Q4 2025 | $153.1M | 5.78M | — | — |
| Q3 2025 | $124.7M | 4.63M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B