Back to SCHW-PJ
First Affirmative Financial Network → SCHW-PJ
First Affirmative Financial Network SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
19
Latest value
$508K
Q3 2026
Peak value
$16.4M
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $240K |
| Q2 2025 | $532K |
| Q3 2025 | $250K |
| Q3 2025 | $514K |
| Q1 2026 | $250K |
| Q1 2026 | $228K |
| Q1 2026 | $514K |
| Q1 2026 | $505K |
| Q3 2026 | $322K |
| Q3 2026 | $252K |
| Q3 2026 | $8.6M |
| Q3 2026 | $13.7M |
| Q3 2026 | $3.6M |
| Q3 2026 | $3.3M |
| Q3 2026 | $653K |
| Q3 2026 | $2.7M |
| Q3 2026 | $7.3M |
| Q3 2026 | $16.4M |
| Q3 2026 | $508K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $508K | 21.3K | — | — |
| Q3 2026 | $16.4M | 595.5K | — | — |
| Q3 2026 | $7.3M | 230.4K | — | — |
| Q3 2026 | $2.7M | 76.0K | — | — |
| Q3 2026 | $653K | 17.9K | — | — |
| Q3 2026 | $3.3M | 100.2K | — | — |
| Q3 2026 | $3.6M | 104.8K | — | — |
| Q3 2026 | $13.7M | 410.1K | — | — |
| Q3 2026 | $8.6M | 240.7K | — | — |
| Q3 2026 | $252K | 8.6K | — | — |
| Q3 2026 | $322K | 3.3K | — | — |
| Q1 2026 | $505K | 20.8K | — | — |
| Q1 2026 | $514K | 21.1K | — | — |
| Q1 2026 | $228K | 2.4K | — | — |
| Q1 2026 | $250K | 2.6K | — | — |
| Q3 2025 | $514K | 21.1K | — | — |
| Q3 2025 | $250K | 2.6K | — | — |
| Q2 2025 | $532K | 21.8K | — | — |
| Q2 2025 | $240K | 2.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B