Back to SCHW-PJ
Arlington Financial Advisors, LLC → SCHW-PJ
Arlington Financial Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$10.8M
Q3 2026
Peak value
$40.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $504K |
| Q4 2025 | $217K |
| Q4 2025 | $36.6M |
| Q4 2025 | $9.3M |
| Q4 2025 | $10.2M |
| Q1 2026 | $805K |
| Q1 2026 | $37.2M |
| Q1 2026 | $9.2M |
| Q1 2026 | $9.8M |
| Q2 2026 | $980K |
| Q2 2026 | $224K |
| Q2 2026 | $39.9M |
| Q2 2026 | $10.7M |
| Q2 2026 | $10.8M |
| Q3 2026 | $999K |
| Q3 2026 | $206K |
| Q3 2026 | $33.6M |
| Q3 2026 | $40.7M |
| Q3 2026 | $9.7M |
| Q3 2026 | $10.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.8M | 343.4K | — | — |
| Q3 2026 | $9.7M | 278.1K | — | — |
| Q3 2026 | $40.7M | 756.7K | — | — |
| Q3 2026 | $33.6M | 801.8K | — | — |
| Q3 2026 | $206K | 6.1K | — | — |
| Q3 2026 | $999K | 33.3K | — | — |
| Q2 2026 | $10.8M | 347.1K | — | — |
| Q2 2026 | $10.7M | 281.9K | — | — |
| Q2 2026 | $39.9M | 756.7K | — | — |
| Q2 2026 | $224K | 6.1K | — | — |
| Q2 2026 | $980K | 33.3K | — | — |
| Q1 2026 | $9.8M | 352.3K | — | — |
| Q1 2026 | $9.2M | 284.7K | — | — |
| Q1 2026 | $37.2M | 759.9K | — | — |
| Q1 2026 | $805K | 31.4K | — | — |
| Q4 2025 | $10.2M | 374.5K | — | — |
| Q4 2025 | $9.3M | 295.1K | — | — |
| Q4 2025 | $36.6M | 808.5K | — | — |
| Q4 2025 | $217K | 7.2K | — | — |
| Q4 2025 | $504K | 18.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B