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Family Legacy Financial Solutions, LLC → SCHW-PJ
Family Legacy Financial Solutions, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$4.9M
Q3 2026
Peak value
$23.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $19.3M |
| Q4 2025 | $8.1M |
| Q4 2025 | $5.9M |
| Q4 2025 | $2.7M |
| Q1 2026 | $18.7M |
| Q1 2026 | $9.9M |
| Q1 2026 | $6.4M |
| Q1 2026 | $3.7M |
| Q2 2026 | $22.4M |
| Q2 2026 | $13.4M |
| Q2 2026 | $8.2M |
| Q2 2026 | $4.8M |
| Q3 2026 | $23.5M |
| Q3 2026 | $12.9M |
| Q3 2026 | $7.6M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 176.9K | — | — |
| Q3 2026 | $7.6M | 232.7K | — | — |
| Q3 2026 | $12.9M | 378.1K | — | — |
| Q3 2026 | $23.5M | 784.3K | — | — |
| Q2 2026 | $4.8M | 173.0K | — | — |
| Q2 2026 | $8.2M | 226.9K | — | — |
| Q2 2026 | $13.4M | 364.0K | — | — |
| Q2 2026 | $22.4M | 759.6K | — | — |
| Q1 2026 | $3.7M | 146.9K | — | — |
| Q1 2026 | $6.4M | 217.1K | — | — |
| Q1 2026 | $9.9M | 317.7K | — | — |
| Q1 2026 | $18.7M | 725.4K | — | — |
| Q4 2025 | $2.7M | 111.8K | — | — |
| Q4 2025 | $5.9M | 208.4K | — | — |
| Q4 2025 | $8.1M | 269.1K | — | — |
| Q4 2025 | $19.3M | 716.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
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