Back to SCHW-PJ
Financial Synergies Wealth Advisors, Inc. → SCHW-PJ
Financial Synergies Wealth Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
67
Latest value
$641K
Q3 2026
Peak value
$42.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $394K |
| Q3 2025 | $7M |
| Q3 2025 | $443K |
| Q3 2025 | $38.9M |
| Q3 2025 | $313K |
| Q3 2025 | $6.2M |
| Q3 2025 | $307K |
| Q3 2025 | $671K |
| Q3 2025 | $255K |
| Q3 2025 | $8.4M |
| Q3 2025 | $532K |
| Q3 2025 | $1.7M |
| Q3 2025 | $275K |
| Q3 2025 | $609K |
| Q4 2025 | $402K |
| Q4 2025 | $7.1M |
| Q4 2025 | $453K |
| Q4 2025 | $39.6M |
| Q4 2025 | $319K |
| Q4 2025 | $6.2M |
| Q4 2025 | $311K |
| Q4 2025 | $681K |
| Q4 2025 | $258K |
| Q4 2025 | $8.9M |
| Q4 2025 | $533K |
| Q4 2025 | $1.8M |
| Q4 2025 | $278K |
| Q4 2025 | $635K |
| Q1 2026 | $385K |
| Q1 2026 | $7M |
| Q1 2026 | $432K |
| Q1 2026 | $36.1M |
| Q1 2026 | $330K |
| Q1 2026 | $6.2M |
| Q1 2026 | $320K |
| Q1 2026 | $698K |
| Q1 2026 | $273K |
| Q1 2026 | $9.2M |
| Q1 2026 | $200K |
| Q1 2026 | $553K |
| Q1 2026 | $1.8M |
| Q1 2026 | $328K |
| Q1 2026 | $656K |
| Q2 2026 | $445K |
| Q2 2026 | $8M |
| Q2 2026 | $39.9M |
| Q2 2026 | $378K |
| Q2 2026 | $7.3M |
| Q2 2026 | $872K |
| Q2 2026 | $286K |
| Q2 2026 | $10M |
| Q2 2026 | $648K |
| Q2 2026 | $2M |
| Q2 2026 | $354K |
| Q2 2026 | $757K |
| Q3 2026 | $450K |
| Q3 2026 | $8.3M |
| Q3 2026 | $42.3M |
| Q3 2026 | $362K |
| Q3 2026 | $6.8M |
| Q3 2026 | $785K |
| Q3 2026 | $297K |
| Q3 2026 | $10.1M |
| Q3 2026 | $590K |
| Q3 2026 | $2M |
| Q3 2026 | $370K |
| Q3 2026 | $641K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $641K | 23.4K | — | — |
| Q3 2026 | $370K | 11.4K | — | — |
| Q3 2026 | $2M | 64.9K | — | — |
| Q3 2026 | $590K | 16.9K | — | — |
| Q3 2026 | $10.1M | 187.8K | — | — |
| Q3 2026 | $297K | 7.1K | — | — |
| Q3 2026 | $785K | 24.1K | — | — |
| Q3 2026 | $6.8M | 198.7K | — | — |
| Q3 2026 | $362K | 10.9K | — | — |
| Q3 2026 | $42.3M | 1.18M | — | — |
| Q3 2026 | $8.3M | 277.1K | — | — |
| Q3 2026 | $450K | 15.4K | — | — |
| Q2 2026 | $757K | 27.3K | — | — |
| Q2 2026 | $354K | 11.2K | — | — |
| Q2 2026 | $2M | 65.6K | — | — |
| Q2 2026 | $648K | 17.0K | — | — |
| Q2 2026 | $10M | 188.9K | — | — |
| Q2 2026 | $286K | 7.2K | — | — |
| Q2 2026 | $872K | 24.1K | — | — |
| Q2 2026 | $7.3M | 199.2K | — | — |
| Q2 2026 | $378K | 10.8K | — | — |
| Q2 2026 | $39.9M | 1.18M | — | — |
| Q2 2026 | $8M | 272.9K | — | — |
| Q2 2026 | $445K | 15.4K | — | — |
| Q1 2026 | $656K | 26.5K | — | — |
| Q1 2026 | $328K | 10.7K | — | — |
| Q1 2026 | $1.8M | 65.6K | — | — |
| Q1 2026 | $553K | 17.0K | — | — |
| Q1 2026 | $200K | 4.1K | — | — |
| Q1 2026 | $9.2M | 188.6K | — | — |
| Q1 2026 | $273K | 7.1K | — | — |
| Q1 2026 | $698K | 24.0K | — | — |
| Q1 2026 | $320K | 10.3K | — | — |
| Q1 2026 | $6.2M | 201.5K | — | — |
| Q1 2026 | $330K | 10.8K | — | — |
| Q1 2026 | $36.1M | 1.24M | — | — |
| Q1 2026 | $432K | 16.9K | — | — |
| Q1 2026 | $7M | 274.8K | — | — |
| Q1 2026 | $385K | 15.3K | — | — |
| Q4 2025 | $635K | 26.4K | — | — |
| Q4 2025 | $278K | 10.1K | — | — |
| Q4 2025 | $1.8M | 65.5K | — | — |
| Q4 2025 | $533K | 16.9K | — | — |
| Q4 2025 | $8.9M | 196.3K | — | — |
| Q4 2025 | $258K | 7.2K | — | — |
| Q4 2025 | $681K | 23.9K | — | — |
| Q4 2025 | $311K | 10.3K | — | — |
| Q4 2025 | $6.2M | 206.2K | — | — |
| Q4 2025 | $319K | 10.8K | — | — |
| Q4 2025 | $39.6M | 1.22M | — | — |
| Q4 2025 | $453K | 16.8K | — | — |
| Q4 2025 | $7.1M | 263.1K | — | — |
| Q4 2025 | $402K | 15.3K | — | — |
| Q3 2025 | $609K | 26.1K | — | — |
| Q3 2025 | $275K | 10.1K | — | — |
| Q3 2025 | $1.7M | 64.9K | — | — |
| Q3 2025 | $532K | 17.1K | — | — |
| Q3 2025 | $8.4M | 194.8K | — | — |
| Q3 2025 | $255K | 7.0K | — | — |
| Q3 2025 | $671K | 24.1K | — | — |
| Q3 2025 | $307K | 10.3K | — | — |
| Q3 2025 | $6.2M | 209.2K | — | — |
| Q3 2025 | $313K | 10.7K | — | — |
| Q3 2025 | $38.9M | 1.22M | — | — |
| Q3 2025 | $443K | 16.8K | — | — |
| Q3 2025 | $7M | 267.1K | — | — |
| Q3 2025 | $394K | 15.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B