Back to SCHW-PJ
Farnam Financial LLC → SCHW-PJ
Farnam Financial LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
26
Latest value
$987K
Q3 2026
Peak value
$13.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5M |
| Q3 2025 | $13.7M |
| Q3 2025 | $263K |
| Q3 2025 | $646K |
| Q3 2025 | $303K |
| Q3 2025 | $1.5M |
| Q4 2025 | $5M |
| Q4 2025 | $11.2M |
| Q4 2025 | $730K |
| Q4 2025 | $323K |
| Q4 2025 | $1.4M |
| Q1 2026 | $4.7M |
| Q1 2026 | $9.4M |
| Q1 2026 | $818K |
| Q1 2026 | $332K |
| Q1 2026 | $1.1M |
| Q2 2026 | $5M |
| Q2 2026 | $9M |
| Q2 2026 | $936K |
| Q2 2026 | $372K |
| Q2 2026 | $940K |
| Q3 2026 | $5M |
| Q3 2026 | $9M |
| Q3 2026 | $902K |
| Q3 2026 | $362K |
| Q3 2026 | $987K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $987K | 44.3K | — | — |
| Q3 2026 | $362K | 13.4K | — | — |
| Q3 2026 | $902K | 28.2K | — | — |
| Q3 2026 | $9M | 299.8K | — | — |
| Q3 2026 | $5M | 170.6K | — | — |
| Q2 2026 | $940K | 40.6K | — | — |
| Q2 2026 | $372K | 13.4K | — | — |
| Q2 2026 | $936K | 25.9K | — | — |
| Q2 2026 | $9M | 305.3K | — | — |
| Q2 2026 | $5M | 172.2K | — | — |
| Q1 2026 | $1.1M | 47.4K | — | — |
| Q1 2026 | $332K | 13.4K | — | — |
| Q1 2026 | $818K | 28.1K | — | — |
| Q1 2026 | $9.4M | 364.9K | — | — |
| Q1 2026 | $4.7M | 187.5K | — | — |
| Q4 2025 | $1.4M | 61.1K | — | — |
| Q4 2025 | $323K | 13.4K | — | — |
| Q4 2025 | $730K | 25.6K | — | — |
| Q4 2025 | $11.2M | 417.5K | — | — |
| Q4 2025 | $5M | 191.8K | — | — |
| Q3 2025 | $1.5M | 62.6K | — | — |
| Q3 2025 | $303K | 13.0K | — | — |
| Q3 2025 | $646K | 23.2K | — | — |
| Q3 2025 | $263K | 8.9K | — | — |
| Q3 2025 | $13.7M | 520.4K | — | — |
| Q3 2025 | $5M | 194.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B