Back to SCHW-PJ
Financial Management Professionals, Inc. → SCHW-PJ
Financial Management Professionals, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
74
Latest value
$1K
Q3 2026
Peak value
$62.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $310K |
| Q4 2025 | $2.3M |
| Q4 2025 | $59.2M |
| Q4 2025 | $59.8M |
| Q4 2025 | $2K |
| Q4 2025 | $111K |
| Q4 2025 | $3K |
| Q4 2025 | $2K |
| Q4 2025 | $2K |
| Q4 2025 | $4K |
| Q4 2025 | $6K |
| Q4 2025 | $14.7M |
| Q4 2025 | $37K |
| Q4 2025 | $334 |
| Q4 2025 | $3K |
| Q4 2025 | $636 |
| Q4 2025 | $1K |
| Q1 2026 | $309K |
| Q1 2026 | $2.1M |
| Q1 2026 | $57.3M |
| Q1 2026 | $368K |
| Q1 2026 | $52.6M |
| Q1 2026 | $2K |
| Q1 2026 | $98K |
| Q1 2026 | $3K |
| Q1 2026 | $2K |
| Q1 2026 | $2K |
| Q1 2026 | $4K |
| Q1 2026 | $7K |
| Q1 2026 | $23.9M |
| Q1 2026 | $36K |
| Q1 2026 | $344 |
| Q1 2026 | $3K |
| Q1 2026 | $639 |
| Q1 2026 | $1K |
| Q2 2026 | $299K |
| Q2 2026 | $2.4M |
| Q2 2026 | $60.6M |
| Q2 2026 | $399K |
| Q2 2026 | $59.9M |
| Q2 2026 | $60K |
| Q2 2026 | $3K |
| Q2 2026 | $108K |
| Q2 2026 | $3K |
| Q2 2026 | $3K |
| Q2 2026 | $2K |
| Q2 2026 | $4K |
| Q2 2026 | $7K |
| Q2 2026 | $26.4M |
| Q2 2026 | $36K |
| Q2 2026 | $379 |
| Q2 2026 | $3K |
| Q2 2026 | $410 |
| Q2 2026 | $636 |
| Q2 2026 | $1K |
| Q3 2026 | $317K |
| Q3 2026 | $2.3M |
| Q3 2026 | $62.2M |
| Q3 2026 | $390K |
| Q3 2026 | $57.9M |
| Q3 2026 | $55K |
| Q3 2026 | $2K |
| Q3 2026 | $109K |
| Q3 2026 | $4K |
| Q3 2026 | $3K |
| Q3 2026 | $2K |
| Q3 2026 | $5K |
| Q3 2026 | $7K |
| Q3 2026 | $25.8M |
| Q3 2026 | $25K |
| Q3 2026 | $353 |
| Q3 2026 | $3K |
| Q3 2026 | $603 |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 29 | — | — |
| Q3 2026 | $603 | 24 | — | — |
| Q3 2026 | $3K | 110 | — | — |
| Q3 2026 | $353 | 16 | — | — |
| Q3 2026 | $25K | 1.1K | — | — |
| Q3 2026 | $25.8M | 939.4K | — | — |
| Q3 2026 | $7K | 225 | — | — |
| Q3 2026 | $5K | 144 | — | — |
| Q3 2026 | $2K | 48 | — | — |
| Q3 2026 | $3K | 50 | — | — |
| Q3 2026 | $4K | 84 | — | — |
| Q3 2026 | $109K | 3.0K | — | — |
| Q3 2026 | $2K | 72 | — | — |
| Q3 2026 | $55K | 1.6K | — | — |
| Q3 2026 | $57.9M | 1.74M | — | — |
| Q3 2026 | $390K | 10.9K | — | — |
| Q3 2026 | $62.2M | 2.07M | — | — |
| Q3 2026 | $2.3M | 76.8K | — | — |
| Q3 2026 | $317K | 3.2K | — | — |
| Q2 2026 | $1K | 29 | — | — |
| Q2 2026 | $636 | 24 | — | — |
| Q2 2026 | $410 | 17 | — | — |
| Q2 2026 | $3K | 110 | — | — |
| Q2 2026 | $379 | 16 | — | — |
| Q2 2026 | $36K | 1.6K | — | — |
| Q2 2026 | $26.4M | 952.5K | — | — |
| Q2 2026 | $7K | 225 | — | — |
| Q2 2026 | $4K | 144 | — | — |
| Q2 2026 | $2K | 48 | — | — |
| Q2 2026 | $3K | 50 | — | — |
| Q2 2026 | $3K | 84 | — | — |
| Q2 2026 | $108K | 3.0K | — | — |
| Q2 2026 | $3K | 72 | — | — |
| Q2 2026 | $60K | 1.6K | — | — |
| Q2 2026 | $59.9M | 1.72M | — | — |
| Q2 2026 | $399K | 11.8K | — | — |
| Q2 2026 | $60.6M | 2.06M | — | — |
| Q2 2026 | $2.4M | 82.6K | — | — |
| Q2 2026 | $299K | 3.2K | — | — |
| Q1 2026 | $1K | 29 | — | — |
| Q1 2026 | $639 | 24 | — | — |
| Q1 2026 | $3K | 110 | — | — |
| Q1 2026 | $344 | 16 | — | — |
| Q1 2026 | $36K | 1.6K | — | — |
| Q1 2026 | $23.9M | 965.6K | — | — |
| Q1 2026 | $7K | 225 | — | — |
| Q1 2026 | $4K | 144 | — | — |
| Q1 2026 | $2K | 73 | — | — |
| Q1 2026 | $2K | 50 | — | — |
| Q1 2026 | $3K | 84 | — | — |
| Q1 2026 | $98K | 3.0K | — | — |
| Q1 2026 | $2K | 82 | — | — |
| Q1 2026 | $52.6M | 1.73M | — | — |
| Q1 2026 | $368K | 12.6K | — | — |
| Q1 2026 | $57.3M | 2.23M | — | — |
| Q1 2026 | $2.1M | 85.1K | — | — |
| Q1 2026 | $309K | 3.3K | — | — |
| Q4 2025 | $1K | 29 | — | — |
| Q4 2025 | $636 | 24 | — | — |
| Q4 2025 | $3K | 110 | — | — |
| Q4 2025 | $334 | 16 | — | — |
| Q4 2025 | $37K | 1.6K | — | — |
| Q4 2025 | $14.7M | 613.5K | — | — |
| Q4 2025 | $6K | 225 | — | — |
| Q4 2025 | $4K | 144 | — | — |
| Q4 2025 | $2K | 73 | — | — |
| Q4 2025 | $2K | 50 | — | — |
| Q4 2025 | $3K | 84 | — | — |
| Q4 2025 | $111K | 3.4K | — | — |
| Q4 2025 | $2K | 82 | — | — |
| Q4 2025 | $59.8M | 1.83M | — | — |
| Q4 2025 | $59.2M | 2.20M | — | — |
| Q4 2025 | $2.3M | 86.1K | — | — |
| Q4 2025 | $310K | 3.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
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