Back to SCHW-PJ
Carter Financial Group, INC. → SCHW-PJ
Carter Financial Group, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
21
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $224K |
| Q3 2025 | $1.7M |
| Q3 2025 | $266K |
| Q3 2025 | $2.3M |
| Q4 2025 | $201K |
| Q4 2025 | $1.7M |
| Q4 2025 | $270K |
| Q4 2025 | $2.4M |
| Q1 2026 | $211K |
| Q1 2026 | $1.6M |
| Q1 2026 | $264K |
| Q1 2026 | $2.3M |
| Q2 2026 | $232K |
| Q2 2026 | $1.8M |
| Q2 2026 | $294K |
| Q2 2026 | $2.5M |
| Q3 2026 | $204K |
| Q3 2026 | $226K |
| Q3 2026 | $1.8M |
| Q3 2026 | $293K |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 51.7K | — | — |
| Q3 2026 | $293K | 11.7K | — | — |
| Q3 2026 | $1.8M | 79.5K | — | — |
| Q3 2026 | $226K | 7.0K | — | — |
| Q3 2026 | $204K | 5.6K | — | — |
| Q2 2026 | $2.5M | 51.8K | — | — |
| Q2 2026 | $294K | 11.1K | — | — |
| Q2 2026 | $1.8M | 76.9K | — | — |
| Q2 2026 | $232K | 6.4K | — | — |
| Q1 2026 | $2.3M | 49.3K | — | — |
| Q1 2026 | $264K | 9.9K | — | — |
| Q1 2026 | $1.6M | 74.9K | — | — |
| Q1 2026 | $211K | 6.4K | — | — |
| Q4 2025 | $2.4M | 52.6K | — | — |
| Q4 2025 | $270K | 10.2K | — | — |
| Q4 2025 | $1.7M | 81.0K | — | — |
| Q4 2025 | $201K | 6.1K | — | — |
| Q3 2025 | $2.3M | 51.1K | — | — |
| Q3 2025 | $266K | 9.9K | — | — |
| Q3 2025 | $1.7M | 76.8K | — | — |
| Q3 2025 | $224K | 6.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B