Back to SCHW-PJ
Everhart Financial Group, Inc. → SCHW-PJ
Everhart Financial Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
68
Latest value
$376K
Q3 2026
Peak value
$14.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $11.6M |
| Q3 2025 | $2M |
| Q3 2025 | $14.1M |
| Q3 2025 | $4.7M |
| Q3 2025 | $3.8M |
| Q3 2025 | $2.2M |
| Q3 2025 | $851K |
| Q3 2025 | $689K |
| Q3 2025 | $2.9M |
| Q3 2025 | $463K |
| Q3 2025 | $598K |
| Q4 2025 | $1.2M |
| Q4 2025 | $11.2M |
| Q4 2025 | $2M |
| Q4 2025 | $12M |
| Q4 2025 | $3.8M |
| Q4 2025 | $3.2M |
| Q4 2025 | $2M |
| Q4 2025 | $840K |
| Q4 2025 | $864K |
| Q4 2025 | $335K |
| Q4 2025 | $2.7M |
| Q4 2025 | $580K |
| Q4 2025 | $489K |
| Q1 2026 | $1.3M |
| Q1 2026 | $10.6M |
| Q1 2026 | $1.9M |
| Q1 2026 | $10.4M |
| Q1 2026 | $3.9M |
| Q1 2026 | $3.4M |
| Q1 2026 | $2.1M |
| Q1 2026 | $865K |
| Q1 2026 | $961K |
| Q1 2026 | $229K |
| Q1 2026 | $377K |
| Q1 2026 | $2.8M |
| Q1 2026 | $634K |
| Q1 2026 | $424K |
| Q2 2026 | $1.3M |
| Q2 2026 | $11.6M |
| Q2 2026 | $2.1M |
| Q2 2026 | $11.7M |
| Q2 2026 | $4.3M |
| Q2 2026 | $3.6M |
| Q2 2026 | $2.3M |
| Q2 2026 | $897K |
| Q2 2026 | $1M |
| Q2 2026 | $231K |
| Q2 2026 | $363K |
| Q2 2026 | $2.9M |
| Q2 2026 | $676K |
| Q2 2026 | $395K |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.4M |
| Q3 2026 | $11.7M |
| Q3 2026 | $2.2M |
| Q3 2026 | $12.1M |
| Q3 2026 | $3.9M |
| Q3 2026 | $3.3M |
| Q3 2026 | $2.1M |
| Q3 2026 | $893K |
| Q3 2026 | $1M |
| Q3 2026 | $212K |
| Q3 2026 | $368K |
| Q3 2026 | $3M |
| Q3 2026 | $682K |
| Q3 2026 | $376K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $376K | 17.1K | — | — |
| Q3 2026 | $682K | 24.8K | — | — |
| Q3 2026 | $3M | 92.0K | — | — |
| Q3 2026 | $368K | 11.7K | — | — |
| Q3 2026 | $212K | 6.1K | — | — |
| Q3 2026 | $1M | 19.1K | — | — |
| Q3 2026 | $893K | 24.5K | — | — |
| Q3 2026 | $2.1M | 63.0K | — | — |
| Q3 2026 | $3.3M | 97.8K | — | — |
| Q3 2026 | $3.9M | 118.1K | — | — |
| Q3 2026 | $12.1M | 337.9K | — | — |
| Q3 2026 | $2.2M | 71.7K | — | — |
| Q3 2026 | $11.7M | 398.5K | — | — |
| Q3 2026 | $1.4M | 14.5K | — | — |
| Q2 2026 | $1.5M | 60.5K | — | — |
| Q2 2026 | $395K | 16.7K | — | — |
| Q2 2026 | $676K | 24.4K | — | — |
| Q2 2026 | $2.9M | 91.2K | — | — |
| Q2 2026 | $363K | 11.7K | — | — |
| Q2 2026 | $231K | 6.1K | — | — |
| Q2 2026 | $1M | 19.1K | — | — |
| Q2 2026 | $897K | 24.7K | — | — |
| Q2 2026 | $2.3M | 63.9K | — | — |
| Q2 2026 | $3.6M | 98.6K | — | — |
| Q2 2026 | $4.3M | 124.0K | — | — |
| Q2 2026 | $11.7M | 344.7K | — | — |
| Q2 2026 | $2.1M | 72.9K | — | — |
| Q2 2026 | $11.6M | 400.1K | — | — |
| Q2 2026 | $1.3M | 13.9K | — | — |
| Q1 2026 | $424K | 19.7K | — | — |
| Q1 2026 | $634K | 25.6K | — | — |
| Q1 2026 | $2.8M | 91.5K | — | — |
| Q1 2026 | $377K | 13.5K | — | — |
| Q1 2026 | $229K | 7.1K | — | — |
| Q1 2026 | $961K | 19.6K | — | — |
| Q1 2026 | $865K | 26.3K | — | — |
| Q1 2026 | $2.1M | 71.3K | — | — |
| Q1 2026 | $3.4M | 108.5K | — | — |
| Q1 2026 | $3.9M | 127.5K | — | — |
| Q1 2026 | $10.4M | 358.1K | — | — |
| Q1 2026 | $1.9M | 74.1K | — | — |
| Q1 2026 | $10.6M | 422.0K | — | — |
| Q1 2026 | $1.3M | 14.1K | — | — |
| Q4 2025 | $489K | 23.4K | — | — |
| Q4 2025 | $580K | 24.1K | — | — |
| Q4 2025 | $2.7M | 98.0K | — | — |
| Q4 2025 | $335K | 12.3K | — | — |
| Q4 2025 | $864K | 19.1K | — | — |
| Q4 2025 | $840K | 25.7K | — | — |
| Q4 2025 | $2M | 70.5K | — | — |
| Q4 2025 | $3.2M | 107.4K | — | — |
| Q4 2025 | $3.8M | 129.2K | — | — |
| Q4 2025 | $12M | 366.6K | — | — |
| Q4 2025 | $2M | 72.9K | — | — |
| Q4 2025 | $11.2M | 425.8K | — | — |
| Q4 2025 | $1.2M | 12.2K | — | — |
| Q3 2025 | $598K | 27.7K | — | — |
| Q3 2025 | $463K | 19.9K | — | — |
| Q3 2025 | $2.9M | 106.0K | — | — |
| Q3 2025 | $689K | 16.0K | — | — |
| Q3 2025 | $851K | 25.5K | — | — |
| Q3 2025 | $2.2M | 77.6K | — | — |
| Q3 2025 | $3.8M | 126.7K | — | — |
| Q3 2025 | $4.7M | 162.7K | — | — |
| Q3 2025 | $14.1M | 442.7K | — | — |
| Q3 2025 | $2M | 74.8K | — | — |
| Q3 2025 | $11.6M | 451.8K | — | — |
| Q3 2025 | $1.1M | 11.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B