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Financial Insights, Inc. → SCHW-PJ
Financial Insights, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
7
Latest value
$31.7M
Q3 2026
Peak value
$31.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.7M |
| Q4 2025 | $25M |
| Q1 2026 | $28.9M |
| Q2 2026 | $318K |
| Q2 2026 | $30.6M |
| Q3 2026 | $322K |
| Q3 2026 | $31.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $31.7M | 974.0K | — | — |
| Q3 2026 | $322K | 11.0K | — | — |
| Q2 2026 | $30.6M | 965.4K | — | — |
| Q2 2026 | $318K | 11.0K | — | — |
| Q1 2026 | $28.9M | 941.0K | — | — |
| Q4 2025 | $25M | 909.7K | — | — |
| Q3 2025 | $24.7M | 903.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B