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Boyer Financial Services, Inc. → SCHW-PJ
Boyer Financial Services, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
4
Latest value
$2.7M
Q3 2026
Peak value
$2.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.1M |
| Q1 2026 | $2.5M |
| Q2 2026 | $2.7M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 81.6K | — | — |
| Q2 2026 | $2.7M | 82.4K | — | — |
| Q1 2026 | $2.5M | 81.3K | — | — |
| Q4 2025 | $2.1M | 75.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Boyer Financial Services, Inc. positions
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$12MCAPITAL GROUP DIVIDEND GROWE
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$12MCAPITAL GROUP DIVIDEND GROWE
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$11.2MCAPITAL GROUP GROWTH ETF
COF-PN
$11.1MCAPITAL GROUP CORE BALANCED
COF-PN
$11.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$11MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$10.9MCAPITAL GROUP CORE BALANCED
COF-PN
$10.7MCAPITAL GROUP GROWTH ETF