Back to SCHW-PJ
AMERICAN FINANCIAL & TAX STRATEGIES INC → SCHW-PJ
AMERICAN FINANCIAL & TAX STRATEGIES INC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$1.9M
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $367K |
| Q3 2025 | $4M |
| Q3 2025 | $238K |
| Q3 2025 | $3.4M |
| Q3 2025 | $1.7M |
| Q4 2025 | $375K |
| Q4 2025 | $3.4M |
| Q4 2025 | $242K |
| Q4 2025 | $3.5M |
| Q4 2025 | $1.7M |
| Q1 2026 | $335K |
| Q1 2026 | $3.3M |
| Q1 2026 | $244K |
| Q1 2026 | $3.6M |
| Q1 2026 | $1.7M |
| Q2 2026 | $320K |
| Q2 2026 | $3.8M |
| Q2 2026 | $284K |
| Q2 2026 | $3.9M |
| Q2 2026 | $1.8M |
| Q3 2026 | $324K |
| Q3 2026 | $3.6M |
| Q3 2026 | $262K |
| Q3 2026 | $3.9M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 37.4K | — | — |
| Q3 2026 | $3.9M | 73.3K | — | — |
| Q3 2026 | $262K | 7.7K | — | — |
| Q3 2026 | $3.6M | 109.5K | — | — |
| Q3 2026 | $324K | 9.0K | — | — |
| Q2 2026 | $1.8M | 36.7K | — | — |
| Q2 2026 | $3.9M | 73.1K | — | — |
| Q2 2026 | $284K | 7.7K | — | — |
| Q2 2026 | $3.8M | 109.6K | — | — |
| Q2 2026 | $320K | 9.5K | — | — |
| Q1 2026 | $1.7M | 36.7K | — | — |
| Q1 2026 | $3.6M | 73.9K | — | — |
| Q1 2026 | $244K | 7.9K | — | — |
| Q1 2026 | $3.3M | 109.8K | — | — |
| Q1 2026 | $335K | 11.5K | — | — |
| Q4 2025 | $1.7M | 37.9K | — | — |
| Q4 2025 | $3.5M | 76.4K | — | — |
| Q4 2025 | $242K | 8.0K | — | — |
| Q4 2025 | $3.4M | 113.8K | — | — |
| Q4 2025 | $375K | 11.5K | — | — |
| Q3 2025 | $1.7M | 37.3K | — | — |
| Q3 2025 | $3.4M | 78.4K | — | — |
| Q3 2025 | $238K | 8.0K | — | — |
| Q3 2025 | $4M | 136.3K | — | — |
| Q3 2025 | $367K | 11.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B