Back to SCHW-PJ
Benchmark Financial Wealth Advisors, LLC → SCHW-PJ
Benchmark Financial Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$29.3M
Q3 2026
Peak value
$29.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.5M |
| Q3 2025 | $26M |
| Q4 2025 | $7.4M |
| Q4 2025 | $26.8M |
| Q1 2026 | $9.5M |
| Q1 2026 | $26.5M |
| Q2 2026 | $10.2M |
| Q2 2026 | $29.2M |
| Q3 2026 | $11.1M |
| Q3 2026 | $29.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29.3M | 1.07M | — | — |
| Q3 2026 | $11.1M | 340.5K | — | — |
| Q2 2026 | $29.2M | 1.05M | — | — |
| Q2 2026 | $10.2M | 323.2K | — | — |
| Q1 2026 | $26.5M | 1.07M | — | — |
| Q1 2026 | $9.5M | 309.1K | — | — |
| Q4 2025 | $26.8M | 1.11M | — | — |
| Q4 2025 | $7.4M | 269.6K | — | — |
| Q3 2025 | $26M | 1.12M | — | — |
| Q3 2025 | $7.5M | 276.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B