Back to SCHW-PJ
Forthright Family Wealth Advisory LLC → SCHW-PJ
Forthright Family Wealth Advisory LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$6.9M
Q3 2026
Peak value
$7.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.4M |
| Q4 2025 | $7.5M |
| Q1 2026 | $5.8M |
| Q2 2026 | $7.3M |
| Q3 2026 | $6.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.9M | 312.9K | — | — |
| Q2 2026 | $7.3M | 316.6K | — | — |
| Q1 2026 | $5.8M | 125.8K | — | — |
| Q4 2025 | $7.5M | 319.4K | — | — |
| Q3 2025 | $7.4M | 313.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B