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Cassilly Financial Group LLC → SCHW-PJ
Cassilly Financial Group LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$4.3M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q4 2025 | $359K |
| Q4 2025 | $4.1M |
| Q1 2026 | $1.3M |
| Q1 2026 | $370K |
| Q1 2026 | $4.2M |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.7M |
| Q2 2026 | $414K |
| Q2 2026 | $414K |
| Q2 2026 | $4.3M |
| Q2 2026 | $4.3M |
| Q3 2026 | $1.9M |
| Q3 2026 | $410K |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 194.0K | — | — |
| Q3 2026 | $410K | 14.9K | — | — |
| Q3 2026 | $1.9M | 55.8K | — | — |
| Q2 2026 | $4.3M | 183.8K | — | — |
| Q2 2026 | $4.3M | 183.8K | — | — |
| Q2 2026 | $414K | 14.9K | — | — |
| Q2 2026 | $414K | 14.9K | — | — |
| Q2 2026 | $1.7M | 45.3K | — | — |
| Q2 2026 | $1.7M | 45.3K | — | — |
| Q1 2026 | $4.2M | 181.6K | — | — |
| Q1 2026 | $370K | 14.9K | — | — |
| Q1 2026 | $1.3M | 41.0K | — | — |
| Q4 2025 | $4.1M | 174.1K | — | — |
| Q4 2025 | $359K | 14.9K | — | — |
| Q4 2025 | $1.2M | 38.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B