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Canandaigua National Trust Co of Florida → SCHW-PJ
Canandaigua National Trust Co of Florida SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$767K
Q3 2026
Peak value
$7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $976K |
| Q4 2025 | $6.6M |
| Q4 2025 | $668K |
| Q1 2026 | $861K |
| Q1 2026 | $6.6M |
| Q1 2026 | $388K |
| Q3 2026 | $982K |
| Q3 2026 | $215K |
| Q3 2026 | $7M |
| Q3 2026 | $767K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $767K | 24.4K | — | — |
| Q3 2026 | $7M | 129.5K | — | — |
| Q3 2026 | $215K | 7.2K | — | — |
| Q3 2026 | $982K | 10.0K | — | — |
| Q1 2026 | $388K | 13.9K | — | — |
| Q1 2026 | $6.6M | 134.0K | — | — |
| Q1 2026 | $861K | 9.2K | — | — |
| Q4 2025 | $668K | 24.5K | — | — |
| Q4 2025 | $6.6M | 146.4K | — | — |
| Q4 2025 | $976K | 9.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B