Back to SCHW-PJ
Financial Solutions Advisory Group, Inc. → SCHW-PJ
Financial Solutions Advisory Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
21
Latest value
$5.7M
Q3 2026
Peak value
$79.5M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $4.9M |
| Q1 2026 | $70.8M |
| Q1 2026 | $39.6M |
| Q1 2026 | $1.9M |
| Q1 2026 | $1.3M |
| Q1 2026 | $3.2M |
| Q1 2026 | $5M |
| Q2 2026 | $6M |
| Q2 2026 | $79.5M |
| Q2 2026 | $45.7M |
| Q2 2026 | $2.4M |
| Q2 2026 | $1.4M |
| Q2 2026 | $3.2M |
| Q2 2026 | $5.7M |
| Q3 2026 | $5.5M |
| Q3 2026 | $78.9M |
| Q3 2026 | $43.6M |
| Q3 2026 | $2.1M |
| Q3 2026 | $1.4M |
| Q3 2026 | $3.1M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 212.0K | — | — |
| Q3 2026 | $3.1M | 90.6K | — | — |
| Q3 2026 | $1.4M | 39.0K | — | — |
| Q3 2026 | $2.1M | 64.5K | — | — |
| Q3 2026 | $43.6M | 1.28M | — | — |
| Q3 2026 | $78.9M | 2.63M | — | — |
| Q3 2026 | $5.5M | 187.0K | — | — |
| Q2 2026 | $5.7M | 206.8K | — | — |
| Q2 2026 | $3.2M | 100.5K | — | — |
| Q2 2026 | $1.4M | 38.9K | — | — |
| Q2 2026 | $2.4M | 67.3K | — | — |
| Q2 2026 | $45.7M | 1.28M | — | — |
| Q2 2026 | $79.5M | 2.68M | — | — |
| Q2 2026 | $6M | 204.8K | — | — |
| Q1 2026 | $5M | 200.6K | — | — |
| Q1 2026 | $3.2M | 105.3K | — | — |
| Q1 2026 | $1.3M | 40.1K | — | — |
| Q1 2026 | $1.9M | 66.4K | — | — |
| Q1 2026 | $39.6M | 1.28M | — | — |
| Q1 2026 | $70.8M | 2.76M | — | — |
| Q1 2026 | $4.9M | 195.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B