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DHJJ Financial Advisors, Ltd. → SCHW-PJ
DHJJ Financial Advisors, Ltd. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
76
Latest value
$22K
Q3 2026
Peak value
$13.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2K |
| Q4 2025 | $3M |
| Q4 2025 | $400K |
| Q4 2025 | $10.8M |
| Q4 2025 | $278K |
| Q4 2025 | $6M |
| Q4 2025 | $3.8M |
| Q4 2025 | $2K |
| Q4 2025 | $15K |
| Q4 2025 | $20K |
| Q4 2025 | $1.1M |
| Q4 2025 | $171K |
| Q4 2025 | $272K |
| Q4 2025 | $10.3M |
| Q4 2025 | $3.9M |
| Q4 2025 | $33K |
| Q4 2025 | $13K |
| Q4 2025 | $485 |
| Q4 2025 | $16K |
| Q1 2026 | $2K |
| Q1 2026 | $2.8M |
| Q1 2026 | $381K |
| Q1 2026 | $9.6M |
| Q1 2026 | $276K |
| Q1 2026 | $6.2M |
| Q1 2026 | $3.9M |
| Q1 2026 | $2K |
| Q1 2026 | $15K |
| Q1 2026 | $21K |
| Q1 2026 | $1.2M |
| Q1 2026 | $176K |
| Q1 2026 | $278K |
| Q1 2026 | $11.5M |
| Q1 2026 | $4.1M |
| Q1 2026 | $36K |
| Q1 2026 | $14K |
| Q1 2026 | $487 |
| Q1 2026 | $21K |
| Q2 2026 | $2K |
| Q2 2026 | $3.1M |
| Q2 2026 | $438K |
| Q2 2026 | $11.3M |
| Q2 2026 | $323K |
| Q2 2026 | $7.7M |
| Q2 2026 | $5.3M |
| Q2 2026 | $2K |
| Q2 2026 | $17K |
| Q2 2026 | $22K |
| Q2 2026 | $1.3M |
| Q2 2026 | $207K |
| Q2 2026 | $307K |
| Q2 2026 | $12.9M |
| Q2 2026 | $4.6M |
| Q2 2026 | $36K |
| Q2 2026 | $15K |
| Q2 2026 | $485 |
| Q2 2026 | $21K |
| Q3 2026 | $685 |
| Q3 2026 | $3M |
| Q3 2026 | $446K |
| Q3 2026 | $12.1M |
| Q3 2026 | $309K |
| Q3 2026 | $7.8M |
| Q3 2026 | $5M |
| Q3 2026 | $2K |
| Q3 2026 | $17K |
| Q3 2026 | $23K |
| Q3 2026 | $1.3M |
| Q3 2026 | $191K |
| Q3 2026 | $303K |
| Q3 2026 | $13.3M |
| Q3 2026 | $4.5M |
| Q3 2026 | $31K |
| Q3 2026 | $14K |
| Q3 2026 | $460 |
| Q3 2026 | $22K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22K | 440 | — | — |
| Q3 2026 | $460 | 18 | — | — |
| Q3 2026 | $14K | 637 | — | — |
| Q3 2026 | $31K | 1.4K | — | — |
| Q3 2026 | $4.5M | 163.0K | — | — |
| Q3 2026 | $13.3M | 409.2K | — | — |
| Q3 2026 | $303K | 9.6K | — | — |
| Q3 2026 | $191K | 5.4K | — | — |
| Q3 2026 | $1.3M | 24.8K | — | — |
| Q3 2026 | $23K | 548 | — | — |
| Q3 2026 | $17K | 466 | — | — |
| Q3 2026 | $2K | 56 | — | — |
| Q3 2026 | $5M | 152.0K | — | — |
| Q3 2026 | $7.8M | 228.2K | — | — |
| Q3 2026 | $309K | 9.3K | — | — |
| Q3 2026 | $12.1M | 335.5K | — | — |
| Q3 2026 | $446K | 14.9K | — | — |
| Q3 2026 | $3M | 101.8K | — | — |
| Q3 2026 | $685 | 7 | — | — |
| Q2 2026 | $21K | 440 | — | — |
| Q2 2026 | $485 | 18 | — | — |
| Q2 2026 | $15K | 637 | — | — |
| Q2 2026 | $36K | 1.5K | — | — |
| Q2 2026 | $4.6M | 164.8K | — | — |
| Q2 2026 | $12.9M | 405.7K | — | — |
| Q2 2026 | $307K | 9.9K | — | — |
| Q2 2026 | $207K | 5.4K | — | — |
| Q2 2026 | $1.3M | 25.1K | — | — |
| Q2 2026 | $22K | 548 | — | — |
| Q2 2026 | $17K | 466 | — | — |
| Q2 2026 | $2K | 55 | — | — |
| Q2 2026 | $5.3M | 146.5K | — | — |
| Q2 2026 | $7.7M | 208.3K | — | — |
| Q2 2026 | $323K | 9.3K | — | — |
| Q2 2026 | $11.3M | 333.5K | — | — |
| Q2 2026 | $438K | 14.9K | — | — |
| Q2 2026 | $3.1M | 106.4K | — | — |
| Q2 2026 | $2K | 20 | — | — |
| Q1 2026 | $21K | 440 | — | — |
| Q1 2026 | $487 | 18 | — | — |
| Q1 2026 | $14K | 637 | — | — |
| Q1 2026 | $36K | 1.5K | — | — |
| Q1 2026 | $4.1M | 164.0K | — | — |
| Q1 2026 | $11.5M | 376.1K | — | — |
| Q1 2026 | $278K | 10.0K | — | — |
| Q1 2026 | $176K | 5.4K | — | — |
| Q1 2026 | $1.2M | 25.1K | — | — |
| Q1 2026 | $21K | 560 | — | — |
| Q1 2026 | $15K | 466 | — | — |
| Q1 2026 | $2K | 55 | — | — |
| Q1 2026 | $3.9M | 135.2K | — | — |
| Q1 2026 | $6.2M | 200.7K | — | — |
| Q1 2026 | $276K | 9.1K | — | — |
| Q1 2026 | $9.6M | 328.3K | — | — |
| Q1 2026 | $381K | 14.9K | — | — |
| Q1 2026 | $2.8M | 110.5K | — | — |
| Q1 2026 | $2K | 20 | — | — |
| Q4 2025 | $16K | 359 | — | — |
| Q4 2025 | $485 | 18 | — | — |
| Q4 2025 | $13K | 637 | — | — |
| Q4 2025 | $33K | 1.4K | — | — |
| Q4 2025 | $3.9M | 161.3K | — | — |
| Q4 2025 | $10.3M | 376.0K | — | — |
| Q4 2025 | $272K | 10.0K | — | — |
| Q4 2025 | $171K | 5.4K | — | — |
| Q4 2025 | $1.1M | 25.1K | — | — |
| Q4 2025 | $20K | 560 | — | — |
| Q4 2025 | $15K | 466 | — | — |
| Q4 2025 | $2K | 55 | — | — |
| Q4 2025 | $3.8M | 133.9K | — | — |
| Q4 2025 | $6M | 199.8K | — | — |
| Q4 2025 | $278K | 9.4K | — | — |
| Q4 2025 | $10.8M | 331.9K | — | — |
| Q4 2025 | $400K | 14.9K | — | — |
| Q4 2025 | $3M | 115.9K | — | — |
| Q4 2025 | $2K | 20 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B