Back to SCHW-PJ
BFI Wealth Solutions, LLC → SCHW-PJ
BFI Wealth Solutions, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$4.8M
Q3 2026
Peak value
$7.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q4 2025 | $3.7M |
| Q4 2025 | $1.5M |
| Q4 2025 | $6.5M |
| Q1 2026 | $2M |
| Q1 2026 | $4.2M |
| Q1 2026 | $1.8M |
| Q1 2026 | $4.7M |
| Q2 2026 | $2.9M |
| Q2 2026 | $4.3M |
| Q2 2026 | $1.4M |
| Q2 2026 | $7.2M |
| Q2 2026 | $2.9M |
| Q3 2026 | $2M |
| Q3 2026 | $4.5M |
| Q3 2026 | $1.2M |
| Q3 2026 | $7.1M |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 200.7K | — | — |
| Q3 2026 | $7.1M | 216.7K | — | — |
| Q3 2026 | $1.2M | 33.4K | — | — |
| Q3 2026 | $4.5M | 83.8K | — | — |
| Q3 2026 | $2M | 48.6K | — | — |
| Q2 2026 | $2.9M | 119.5K | — | — |
| Q2 2026 | $7.2M | 231.6K | — | — |
| Q2 2026 | $1.4M | 36.7K | — | — |
| Q2 2026 | $4.3M | 82.4K | — | — |
| Q2 2026 | $2.9M | 72.2K | — | — |
| Q1 2026 | $4.7M | 166.8K | — | — |
| Q1 2026 | $1.8M | 53.5K | — | — |
| Q1 2026 | $4.2M | 84.0K | — | — |
| Q1 2026 | $2M | 53.4K | — | — |
| Q4 2025 | $6.5M | 239.7K | — | — |
| Q4 2025 | $1.5M | 47.0K | — | — |
| Q4 2025 | $3.7M | 80.8K | — | — |
| Q4 2025 | $2.8M | 79.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B