Back to SCHW-PJ
FIDUCIARY FINANCIAL GROUP, LLC → SCHW-PJ
FIDUCIARY FINANCIAL GROUP, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
28
Latest value
$56.2M
Q3 2026
Peak value
$56.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.5M |
| Q4 2025 | $205K |
| Q4 2025 | $271K |
| Q4 2025 | $448K |
| Q4 2025 | $356K |
| Q4 2025 | $209K |
| Q4 2025 | $444K |
| Q4 2025 | $47.6M |
| Q1 2026 | $3.7M |
| Q1 2026 | $282K |
| Q1 2026 | $461K |
| Q1 2026 | $255K |
| Q1 2026 | $457K |
| Q1 2026 | $52.8M |
| Q2 2026 | $3.4M |
| Q2 2026 | $207K |
| Q2 2026 | $319K |
| Q2 2026 | $541K |
| Q2 2026 | $277K |
| Q2 2026 | $543K |
| Q2 2026 | $55.6M |
| Q3 2026 | $3.6M |
| Q3 2026 | $481K |
| Q3 2026 | $326K |
| Q3 2026 | $404K |
| Q3 2026 | $284K |
| Q3 2026 | $538K |
| Q3 2026 | $56.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $56.2M | 2.36M | — | — |
| Q3 2026 | $538K | 19.6K | — | — |
| Q3 2026 | $284K | 8.7K | — | — |
| Q3 2026 | $404K | 11.5K | — | — |
| Q3 2026 | $326K | 10.8K | — | — |
| Q3 2026 | $481K | 16.4K | — | — |
| Q3 2026 | $3.6M | 37.0K | — | — |
| Q2 2026 | $55.6M | 2.30M | — | — |
| Q2 2026 | $543K | 19.6K | — | — |
| Q2 2026 | $277K | 8.7K | — | — |
| Q2 2026 | $541K | 14.2K | — | — |
| Q2 2026 | $319K | 10.8K | — | — |
| Q2 2026 | $207K | 7.2K | — | — |
| Q2 2026 | $3.4M | 37.2K | — | — |
| Q1 2026 | $52.8M | 2.18M | — | — |
| Q1 2026 | $457K | 18.5K | — | — |
| Q1 2026 | $255K | 8.3K | — | — |
| Q1 2026 | $461K | 14.2K | — | — |
| Q1 2026 | $282K | 11.0K | — | — |
| Q1 2026 | $3.7M | 39.2K | — | — |
| Q4 2025 | $47.6M | 1.95M | — | — |
| Q4 2025 | $444K | 18.5K | — | — |
| Q4 2025 | $209K | 7.6K | — | — |
| Q4 2025 | $356K | 13.1K | — | — |
| Q4 2025 | $448K | 14.2K | — | — |
| Q4 2025 | $271K | 10.1K | — | — |
| Q4 2025 | $205K | 7.8K | — | — |
| Q4 2025 | $4.5M | 44.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B