Back to SCHW-PJ
Archford Capital Strategies, LLC → SCHW-PJ
Archford Capital Strategies, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$13.3M
Q3 2026
Peak value
$14.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $14.7M |
| Q4 2025 | $1.9M |
| Q4 2025 | $13.2M |
| Q1 2026 | $10.9M |
| Q1 2026 | $1.4M |
| Q1 2026 | $11.3M |
| Q2 2026 | $12.7M |
| Q2 2026 | $1.4M |
| Q2 2026 | $12.9M |
| Q3 2026 | $3.6M |
| Q3 2026 | $1.4M |
| Q3 2026 | $13.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.3M | 422.8K | — | — |
| Q3 2026 | $1.4M | 26.5K | — | — |
| Q3 2026 | $3.6M | 100.7K | — | — |
| Q2 2026 | $12.9M | 416.2K | — | — |
| Q2 2026 | $1.4M | 27.3K | — | — |
| Q2 2026 | $12.7M | 375.6K | — | — |
| Q1 2026 | $11.3M | 407.5K | — | — |
| Q1 2026 | $1.4M | 28.1K | — | — |
| Q1 2026 | $10.9M | 372.6K | — | — |
| Q4 2025 | $13.2M | 483.8K | — | — |
| Q4 2025 | $1.9M | 43.1K | — | — |
| Q4 2025 | $14.7M | 451.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B