Back to SCHW-PJ
ALTFEST L J & CO INC → SCHW-PJ
ALTFEST L J & CO INC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
52
Latest value
$757K
Q3 2026
Peak value
$29.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.9M |
| Q4 2025 | $444K |
| Q4 2025 | $841K |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.4M |
| Q4 2025 | $670K |
| Q4 2025 | $911K |
| Q4 2025 | $933K |
| Q4 2025 | $3.6M |
| Q4 2025 | $687K |
| Q4 2025 | $739K |
| Q4 2025 | $27.5M |
| Q4 2025 | $754K |
| Q1 2026 | $5.3M |
| Q1 2026 | $428K |
| Q1 2026 | $753K |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $643K |
| Q1 2026 | $863K |
| Q1 2026 | $1M |
| Q1 2026 | $3.7M |
| Q1 2026 | $711K |
| Q1 2026 | $764K |
| Q1 2026 | $28.5M |
| Q1 2026 | $735K |
| Q2 2026 | $5.9M |
| Q2 2026 | $496K |
| Q2 2026 | $888K |
| Q2 2026 | $1.6M |
| Q2 2026 | $1.6M |
| Q2 2026 | $744K |
| Q2 2026 | $911K |
| Q2 2026 | $1.1M |
| Q2 2026 | $4.1M |
| Q2 2026 | $671K |
| Q2 2026 | $791K |
| Q2 2026 | $29.4M |
| Q2 2026 | $731K |
| Q3 2026 | $6M |
| Q3 2026 | $511K |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.4M |
| Q3 2026 | $674K |
| Q3 2026 | $918K |
| Q3 2026 | $1.2M |
| Q3 2026 | $4.1M |
| Q3 2026 | $629K |
| Q3 2026 | $783K |
| Q3 2026 | $28.9M |
| Q3 2026 | $757K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $757K | 15.2K | — | — |
| Q3 2026 | $28.9M | 1.15M | — | — |
| Q3 2026 | $783K | 32.8K | — | — |
| Q3 2026 | $629K | 28.5K | — | — |
| Q3 2026 | $4.1M | 148.0K | — | — |
| Q3 2026 | $1.2M | 22.4K | — | — |
| Q3 2026 | $918K | 25.2K | — | — |
| Q3 2026 | $674K | 20.7K | — | — |
| Q3 2026 | $1.4M | 42.5K | — | — |
| Q3 2026 | $1.7M | 52.2K | — | — |
| Q3 2026 | $1.3M | 35.0K | — | — |
| Q3 2026 | $511K | 17.0K | — | — |
| Q3 2026 | $6M | 205.7K | — | — |
| Q2 2026 | $731K | 15.2K | — | — |
| Q2 2026 | $29.4M | 1.11M | — | — |
| Q2 2026 | $791K | 32.7K | — | — |
| Q2 2026 | $671K | 28.3K | — | — |
| Q2 2026 | $4.1M | 148.0K | — | — |
| Q2 2026 | $1.1M | 21.4K | — | — |
| Q2 2026 | $911K | 25.1K | — | — |
| Q2 2026 | $744K | 20.6K | — | — |
| Q2 2026 | $1.6M | 42.3K | — | — |
| Q2 2026 | $1.6M | 45.8K | — | — |
| Q2 2026 | $888K | 26.3K | — | — |
| Q2 2026 | $496K | 16.8K | — | — |
| Q2 2026 | $5.9M | 205.1K | — | — |
| Q1 2026 | $735K | 15.7K | — | — |
| Q1 2026 | $28.5M | 1.07M | — | — |
| Q1 2026 | $764K | 31.5K | — | — |
| Q1 2026 | $711K | 33.1K | — | — |
| Q1 2026 | $3.7M | 150.8K | — | — |
| Q1 2026 | $1M | 20.9K | — | — |
| Q1 2026 | $863K | 26.2K | — | — |
| Q1 2026 | $643K | 22.1K | — | — |
| Q1 2026 | $1.3M | 42.9K | — | — |
| Q1 2026 | $1.5M | 48.4K | — | — |
| Q1 2026 | $753K | 25.8K | — | — |
| Q1 2026 | $428K | 16.7K | — | — |
| Q1 2026 | $5.3M | 210.4K | — | — |
| Q4 2025 | $754K | 16.6K | — | — |
| Q4 2025 | $27.5M | 1.04M | — | — |
| Q4 2025 | $739K | 30.3K | — | — |
| Q4 2025 | $687K | 32.9K | — | — |
| Q4 2025 | $3.6M | 148.1K | — | — |
| Q4 2025 | $933K | 20.6K | — | — |
| Q4 2025 | $911K | 27.8K | — | — |
| Q4 2025 | $670K | 23.5K | — | — |
| Q4 2025 | $1.4M | 45.1K | — | — |
| Q4 2025 | $1.4M | 48.2K | — | — |
| Q4 2025 | $841K | 25.8K | — | — |
| Q4 2025 | $444K | 16.5K | — | — |
| Q4 2025 | $5.9M | 223.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B