Back to SCHW-PJ
Birchwood Financial Partners, Inc. → SCHW-PJ
Birchwood Financial Partners, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
57
Latest value
$293K
Q3 2026
Peak value
$6.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $28K |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.7M |
| Q4 2025 | $740K |
| Q4 2025 | $578K |
| Q4 2025 | $455K |
| Q4 2025 | $2.7M |
| Q4 2025 | $4.5M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $407K |
| Q4 2025 | $99K |
| Q4 2025 | $267K |
| Q1 2026 | $3K |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $765K |
| Q1 2026 | $608K |
| Q1 2026 | $458K |
| Q1 2026 | $3M |
| Q1 2026 | $5M |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.6M |
| Q1 2026 | $419K |
| Q1 2026 | $102K |
| Q1 2026 | $274K |
| Q2 2026 | $4K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.8M |
| Q2 2026 | $876K |
| Q2 2026 | $798K |
| Q2 2026 | $505K |
| Q2 2026 | $3.3M |
| Q2 2026 | $5.7M |
| Q2 2026 | $2M |
| Q2 2026 | $1.5M |
| Q2 2026 | $2M |
| Q2 2026 | $476K |
| Q2 2026 | $114K |
| Q2 2026 | $283K |
| Q3 2026 | $3K |
| Q3 2026 | $5K |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.9M |
| Q3 2026 | $839K |
| Q3 2026 | $763K |
| Q3 2026 | $507K |
| Q3 2026 | $3.7M |
| Q3 2026 | $6.1M |
| Q3 2026 | $2.1M |
| Q3 2026 | $1.5M |
| Q3 2026 | $2.2M |
| Q3 2026 | $476K |
| Q3 2026 | $106K |
| Q3 2026 | $293K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $293K | 5.9K | — | — |
| Q3 2026 | $106K | 4.8K | — | — |
| Q3 2026 | $476K | 17.3K | — | — |
| Q3 2026 | $2.2M | 68.6K | — | — |
| Q3 2026 | $1.5M | 47.0K | — | — |
| Q3 2026 | $2.1M | 58.9K | — | — |
| Q3 2026 | $6.1M | 113.5K | — | — |
| Q3 2026 | $3.7M | 87.6K | — | — |
| Q3 2026 | $507K | 13.9K | — | — |
| Q3 2026 | $763K | 23.4K | — | — |
| Q3 2026 | $839K | 25.2K | — | — |
| Q3 2026 | $1.9M | 51.7K | — | — |
| Q3 2026 | $1.3M | 42.5K | — | — |
| Q3 2026 | $5K | 160 | — | — |
| Q3 2026 | $3K | 28 | — | — |
| Q2 2026 | $283K | 5.9K | — | — |
| Q2 2026 | $114K | 4.8K | — | — |
| Q2 2026 | $476K | 17.2K | — | — |
| Q2 2026 | $2M | 62.4K | — | — |
| Q2 2026 | $1.5M | 46.9K | — | — |
| Q2 2026 | $2M | 52.8K | — | — |
| Q2 2026 | $5.7M | 107.3K | — | — |
| Q2 2026 | $3.3M | 82.5K | — | — |
| Q2 2026 | $505K | 13.9K | — | — |
| Q2 2026 | $798K | 22.1K | — | — |
| Q2 2026 | $876K | 25.2K | — | — |
| Q2 2026 | $1.8M | 51.8K | — | — |
| Q2 2026 | $1.2M | 41.2K | — | — |
| Q2 2026 | $4K | 149 | — | — |
| Q1 2026 | $274K | 5.9K | — | — |
| Q1 2026 | $102K | 4.8K | — | — |
| Q1 2026 | $419K | 16.9K | — | — |
| Q1 2026 | $1.6M | 52.0K | — | — |
| Q1 2026 | $1.3M | 46.7K | — | — |
| Q1 2026 | $1.6M | 50.2K | — | — |
| Q1 2026 | $5M | 102.0K | — | — |
| Q1 2026 | $3M | 77.3K | — | — |
| Q1 2026 | $458K | 13.9K | — | — |
| Q1 2026 | $608K | 20.9K | — | — |
| Q1 2026 | $765K | 25.1K | — | — |
| Q1 2026 | $1.5M | 51.8K | — | — |
| Q1 2026 | $1.1M | 41.1K | — | — |
| Q1 2026 | $3K | 139 | — | — |
| Q4 2025 | $267K | 5.9K | — | — |
| Q4 2025 | $99K | 4.7K | — | — |
| Q4 2025 | $407K | 16.9K | — | — |
| Q4 2025 | $1.3M | 47.1K | — | — |
| Q4 2025 | $1.3M | 47.2K | — | — |
| Q4 2025 | $1.5M | 47.1K | — | — |
| Q4 2025 | $4.5M | 99.9K | — | — |
| Q4 2025 | $2.7M | 75.7K | — | — |
| Q4 2025 | $455K | 13.9K | — | — |
| Q4 2025 | $578K | 20.3K | — | — |
| Q4 2025 | $740K | 25.0K | — | — |
| Q4 2025 | $1.7M | 51.8K | — | — |
| Q4 2025 | $1.1M | 41.0K | — | — |
| Q4 2025 | $28K | 1.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B