Back to SCHW-PJ
ALBION FINANCIAL GROUP /UT → SCHW-PJ
ALBION FINANCIAL GROUP /UT SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$39.4M
Q3 2026
Peak value
$39.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $31K |
| Q4 2025 | $33K |
| Q4 2025 | $341K |
| Q4 2025 | $280K |
| Q4 2025 | $5K |
| Q4 2025 | $27.7M |
| Q1 2026 | $30K |
| Q1 2026 | $32K |
| Q1 2026 | $306K |
| Q1 2026 | $287K |
| Q1 2026 | $5K |
| Q1 2026 | $31M |
| Q1 2026 | $772 |
| Q2 2026 | $29K |
| Q2 2026 | $36K |
| Q2 2026 | $355K |
| Q2 2026 | $340K |
| Q2 2026 | $7K |
| Q2 2026 | $36.9M |
| Q3 2026 | $38K |
| Q3 2026 | $38K |
| Q3 2026 | $371K |
| Q3 2026 | $284K |
| Q3 2026 | $6K |
| Q3 2026 | $39.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $39.4M | 1.21M | — | — |
| Q3 2026 | $6K | 182 | — | — |
| Q3 2026 | $284K | 8.3K | — | — |
| Q3 2026 | $371K | 10.3K | — | — |
| Q3 2026 | $38K | 1.3K | — | — |
| Q3 2026 | $38K | 391 | — | — |
| Q2 2026 | $36.9M | 1.16M | — | — |
| Q2 2026 | $7K | 182 | — | — |
| Q2 2026 | $340K | 9.2K | — | — |
| Q2 2026 | $355K | 10.5K | — | — |
| Q2 2026 | $36K | 1.3K | — | — |
| Q2 2026 | $29K | 310 | — | — |
| Q1 2026 | $772 | 29 | — | — |
| Q1 2026 | $31M | 1.01M | — | — |
| Q1 2026 | $5K | 182 | — | — |
| Q1 2026 | $287K | 9.3K | — | — |
| Q1 2026 | $306K | 10.5K | — | — |
| Q1 2026 | $32K | 1.3K | — | — |
| Q1 2026 | $30K | 320 | — | — |
| Q4 2025 | $27.7M | 1.01M | — | — |
| Q4 2025 | $5K | 182 | — | — |
| Q4 2025 | $280K | 9.3K | — | — |
| Q4 2025 | $341K | 10.5K | — | — |
| Q4 2025 | $33K | 1.3K | — | — |
| Q4 2025 | $31K | 310 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B