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Financial Designs Corp → SCHW-PJ
Financial Designs Corp SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
23
Latest value
$2.6M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $382K |
| Q3 2025 | $3.1M |
| Q3 2025 | $2.5M |
| Q4 2025 | $3.1M |
| Q4 2025 | $381K |
| Q4 2025 | $3.3M |
| Q4 2025 | $2.7M |
| Q1 2026 | $2.8M |
| Q1 2026 | $363K |
| Q1 2026 | $220K |
| Q1 2026 | $3.7M |
| Q1 2026 | $2.7M |
| Q2 2026 | $3.1M |
| Q2 2026 | $417K |
| Q2 2026 | $262K |
| Q2 2026 | $4M |
| Q2 2026 | $2.6M |
| Q3 2026 | $4.1M |
| Q3 2026 | $361K |
| Q3 2026 | $242K |
| Q3 2026 | $1M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 116.7K | — | — |
| Q3 2026 | $1M | 31.3K | — | — |
| Q3 2026 | $242K | 7.1K | — | — |
| Q3 2026 | $361K | 12.0K | — | — |
| Q3 2026 | $4.1M | 139.5K | — | — |
| Q2 2026 | $2.6M | 111.6K | — | — |
| Q2 2026 | $4M | 125.7K | — | — |
| Q2 2026 | $262K | 7.1K | — | — |
| Q2 2026 | $417K | 14.2K | — | — |
| Q2 2026 | $3.1M | 107.2K | — | — |
| Q1 2026 | $2.7M | 115.0K | — | — |
| Q1 2026 | $3.7M | 120.5K | — | — |
| Q1 2026 | $220K | 7.1K | — | — |
| Q1 2026 | $363K | 14.2K | — | — |
| Q1 2026 | $2.8M | 112.4K | — | — |
| Q4 2025 | $2.7M | 115.1K | — | — |
| Q4 2025 | $3.3M | 119.6K | — | — |
| Q4 2025 | $381K | 14.2K | — | — |
| Q4 2025 | $3.1M | 117.1K | — | — |
| Q3 2025 | $2.5M | 108.3K | — | — |
| Q3 2025 | $3.1M | 116.1K | — | — |
| Q3 2025 | $382K | 14.2K | — | — |
| Q3 2025 | $3.2M | 123.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B