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Financial Planning Navigators CORP → SCHW-PJ
Financial Planning Navigators CORP SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$200K
Q3 2026
Peak value
$26.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $684K |
| Q4 2025 | $22.3M |
| Q1 2026 | $611K |
| Q1 2026 | $23.1M |
| Q2 2026 | $692K |
| Q2 2026 | $26.9M |
| Q2 2026 | $228K |
| Q3 2026 | $716K |
| Q3 2026 | $25.3M |
| Q3 2026 | $200K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $200K | 6.1K | — | — |
| Q3 2026 | $25.3M | 743.7K | — | — |
| Q3 2026 | $716K | 19.9K | — | — |
| Q2 2026 | $228K | 6.3K | — | — |
| Q2 2026 | $26.9M | 730.9K | — | — |
| Q2 2026 | $692K | 20.4K | — | — |
| Q1 2026 | $23.1M | 746.0K | — | — |
| Q1 2026 | $611K | 21.0K | — | — |
| Q4 2025 | $22.3M | 740.5K | — | — |
| Q4 2025 | $684K | 21.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B