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FFG RETIREMENT ADVISORS LLC → SCHW-PJ

FFG RETIREMENT ADVISORS LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
4
Latest value
$7.4M
Q3 2026
Peak value
$9.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.6M
Q1 2026$9.2M
Q2 2026$8M
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M336.9K——
Q2 2026$8M346.7K——
Q1 2026$9.2M395.7K——
Q4 2025$8.6M365.9K——

Other funds holding SCHW-PJ

Other FFG RETIREMENT ADVISORS LLC positions

STT-PG

SPDR SERIES TRUST

$18.7M
STT-PG

SPDR SERIES TRUST

$10.1M
ETHA

ISHARES TR

$9.7M
ETHA

ISHARES TR

$9.1M
STT-PG

SPDR SERIES TRUST

$8M
ETHA

ISHARES TR

$7.9M
ETHA

ISHARES TR

$7.7M
STT-PG

SPDR SERIES TRUST

$7M