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CERTIOR FINANCIAL GROUP, LLC → SCHW-PJ
CERTIOR FINANCIAL GROUP, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
34
Latest value
$449K
Q3 2026
Peak value
$14.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $375K |
| Q3 2025 | $10.8M |
| Q3 2025 | $397K |
| Q3 2025 | $4.4M |
| Q3 2025 | $231K |
| Q3 2025 | $8.2M |
| Q3 2025 | $490K |
| Q4 2025 | $381K |
| Q4 2025 | $11.3M |
| Q4 2025 | $398K |
| Q4 2025 | $4.7M |
| Q4 2025 | $232K |
| Q4 2025 | $8.7M |
| Q4 2025 | $474K |
| Q1 2026 | $310K |
| Q1 2026 | $10.8M |
| Q1 2026 | $383K |
| Q1 2026 | $5.1M |
| Q1 2026 | $203K |
| Q1 2026 | $10.4M |
| Q1 2026 | $445K |
| Q2 2026 | $357K |
| Q2 2026 | $13.5M |
| Q2 2026 | $439K |
| Q2 2026 | $6.5M |
| Q2 2026 | $223K |
| Q2 2026 | $11.6M |
| Q2 2026 | $500K |
| Q3 2026 | $344K |
| Q3 2026 | $14.7M |
| Q3 2026 | $396K |
| Q3 2026 | $5.9M |
| Q3 2026 | $12M |
| Q3 2026 | $449K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $449K | 16.3K | — | — |
| Q3 2026 | $12M | 369.7K | — | — |
| Q3 2026 | $5.9M | 180.8K | — | — |
| Q3 2026 | $396K | 11.9K | — | — |
| Q3 2026 | $14.7M | 407.8K | — | — |
| Q3 2026 | $344K | 11.5K | — | — |
| Q2 2026 | $500K | 18.0K | — | — |
| Q2 2026 | $11.6M | 364.3K | — | — |
| Q2 2026 | $223K | 6.2K | — | — |
| Q2 2026 | $6.5M | 181.1K | — | — |
| Q2 2026 | $439K | 12.6K | — | — |
| Q2 2026 | $13.5M | 400.2K | — | — |
| Q2 2026 | $357K | 12.1K | — | — |
| Q1 2026 | $445K | 18.0K | — | — |
| Q1 2026 | $10.4M | 339.6K | — | — |
| Q1 2026 | $203K | 6.2K | — | — |
| Q1 2026 | $5.1M | 173.7K | — | — |
| Q1 2026 | $383K | 12.6K | — | — |
| Q1 2026 | $10.8M | 371.3K | — | — |
| Q1 2026 | $310K | 12.1K | — | — |
| Q4 2025 | $474K | 19.7K | — | — |
| Q4 2025 | $8.7M | 316.4K | — | — |
| Q4 2025 | $232K | 7.1K | — | — |
| Q4 2025 | $4.7M | 164.3K | — | — |
| Q4 2025 | $398K | 13.5K | — | — |
| Q4 2025 | $11.3M | 346.6K | — | — |
| Q4 2025 | $381K | 14.1K | — | — |
| Q3 2025 | $490K | 21.1K | — | — |
| Q3 2025 | $8.2M | 300.9K | — | — |
| Q3 2025 | $231K | 6.9K | — | — |
| Q3 2025 | $4.4M | 158.0K | — | — |
| Q3 2025 | $397K | 13.6K | — | — |
| Q3 2025 | $10.8M | 338.2K | — | — |
| Q3 2025 | $375K | 14.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B