Back to SCHW-PJ
Financial Guidance Group, Inc. → SCHW-PJ
Financial Guidance Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$17M
Q3 2026
Peak value
$17M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14M |
| Q4 2025 | $14.3M |
| Q1 2026 | $15.8M |
| Q2 2026 | $16.4M |
| Q3 2026 | $17M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17M | 523.5K | — | — |
| Q2 2026 | $16.4M | 517.9K | — | — |
| Q1 2026 | $15.8M | 516.5K | — | — |
| Q4 2025 | $14.3M | 522.4K | — | — |
| Q3 2025 | $14M | 513.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B