Back to SCHW-PJ
Elevated Financial Group LLC → SCHW-PJ
Elevated Financial Group LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
19
Latest value
$1.9M
Q3 2026
Peak value
$5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $686K |
| Q4 2025 | $5M |
| Q4 2025 | $1.7M |
| Q4 2025 | $1.9M |
| Q1 2026 | $663K |
| Q1 2026 | $4M |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.8M |
| Q2 2026 | $437K |
| Q2 2026 | $4.1M |
| Q2 2026 | $1.7M |
| Q2 2026 | $222K |
| Q2 2026 | $1.9M |
| Q3 2026 | $309K |
| Q3 2026 | $3.9M |
| Q3 2026 | $1.7M |
| Q3 2026 | $227K |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 67.4K | — | — |
| Q3 2026 | $227K | 7.0K | — | — |
| Q3 2026 | $1.7M | 45.9K | — | — |
| Q3 2026 | $3.9M | 108.8K | — | — |
| Q3 2026 | $309K | 10.3K | — | — |
| Q2 2026 | $1.9M | 70.4K | — | — |
| Q2 2026 | $222K | 7.0K | — | — |
| Q2 2026 | $1.7M | 48.1K | — | — |
| Q2 2026 | $4.1M | 120.6K | — | — |
| Q2 2026 | $437K | 14.8K | — | — |
| Q1 2026 | $1.8M | 70.9K | — | — |
| Q1 2026 | $1.3M | 43.4K | — | — |
| Q1 2026 | $1.6M | 49.5K | — | — |
| Q1 2026 | $4M | 137.3K | — | — |
| Q1 2026 | $663K | 25.9K | — | — |
| Q4 2025 | $1.9M | 77.5K | — | — |
| Q4 2025 | $1.7M | 51.0K | — | — |
| Q4 2025 | $5M | 152.6K | — | — |
| Q4 2025 | $686K | 25.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B