Back to SCHW-PJ
CRA Financial Services, LLC → SCHW-PJ
CRA Financial Services, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
40
Latest value
$9.4M
Q3 2026
Peak value
$40.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $294K |
| Q4 2025 | $4.3M |
| Q4 2025 | $432K |
| Q4 2025 | $33M |
| Q4 2025 | $2.4M |
| Q4 2025 | $1.6M |
| Q4 2025 | $204K |
| Q4 2025 | $396K |
| Q4 2025 | $32.2M |
| Q4 2025 | $8.1M |
| Q1 2026 | $268K |
| Q1 2026 | $3.9M |
| Q1 2026 | $482K |
| Q1 2026 | $30.2M |
| Q1 2026 | $2.1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $205K |
| Q1 2026 | $407K |
| Q1 2026 | $36.5M |
| Q1 2026 | $8.7M |
| Q2 2026 | $270K |
| Q2 2026 | $4.8M |
| Q2 2026 | $553K |
| Q2 2026 | $35.3M |
| Q2 2026 | $2.4M |
| Q2 2026 | $1.9M |
| Q2 2026 | $226K |
| Q2 2026 | $454K |
| Q2 2026 | $38.7M |
| Q2 2026 | $9.7M |
| Q3 2026 | $304K |
| Q3 2026 | $4.8M |
| Q3 2026 | $564K |
| Q3 2026 | $37.6M |
| Q3 2026 | $2M |
| Q3 2026 | $1.7M |
| Q3 2026 | $218K |
| Q3 2026 | $459K |
| Q3 2026 | $40.7M |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 341.2K | — | — |
| Q3 2026 | $40.7M | 1.25M | — | — |
| Q3 2026 | $459K | 14.6K | — | — |
| Q3 2026 | $218K | 6.0K | — | — |
| Q3 2026 | $1.7M | 50.7K | — | — |
| Q3 2026 | $2M | 60.1K | — | — |
| Q3 2026 | $37.6M | 1.05M | — | — |
| Q3 2026 | $564K | 18.8K | — | — |
| Q3 2026 | $4.8M | 164.1K | — | — |
| Q3 2026 | $304K | 3.1K | — | — |
| Q2 2026 | $9.7M | 351.0K | — | — |
| Q2 2026 | $38.7M | 1.22M | — | — |
| Q2 2026 | $454K | 14.6K | — | — |
| Q2 2026 | $226K | 6.2K | — | — |
| Q2 2026 | $1.9M | 52.3K | — | — |
| Q2 2026 | $2.4M | 64.5K | — | — |
| Q2 2026 | $35.3M | 1.04M | — | — |
| Q2 2026 | $553K | 18.8K | — | — |
| Q2 2026 | $4.8M | 165.2K | — | — |
| Q2 2026 | $270K | 2.9K | — | — |
| Q1 2026 | $8.7M | 352.4K | — | — |
| Q1 2026 | $36.5M | 1.19M | — | — |
| Q1 2026 | $407K | 14.6K | — | — |
| Q1 2026 | $205K | 6.2K | — | — |
| Q1 2026 | $1.5M | 52.8K | — | — |
| Q1 2026 | $2.1M | 66.7K | — | — |
| Q1 2026 | $30.2M | 1.04M | — | — |
| Q1 2026 | $482K | 18.8K | — | — |
| Q1 2026 | $3.9M | 154.3K | — | — |
| Q1 2026 | $268K | 2.9K | — | — |
| Q4 2025 | $8.1M | 338.3K | — | — |
| Q4 2025 | $32.2M | 1.18M | — | — |
| Q4 2025 | $396K | 14.6K | — | — |
| Q4 2025 | $204K | 6.2K | — | — |
| Q4 2025 | $1.6M | 57.9K | — | — |
| Q4 2025 | $2.4M | 79.1K | — | — |
| Q4 2025 | $33M | 1.01M | — | — |
| Q4 2025 | $432K | 16.1K | — | — |
| Q4 2025 | $4.3M | 163.4K | — | — |
| Q4 2025 | $294K | 2.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B