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FORTRESS FINANCIAL GROUP, LLC → SCHW-PJ
FORTRESS FINANCIAL GROUP, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$51.7M
Q3 2026
Peak value
$51.7M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $371K |
| Q2 2026 | $1.2M |
| Q2 2026 | $47.5M |
| Q2 2026 | $318K |
| Q3 2026 | $51.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $51.7M | 1.72M | — | — |
| Q2 2026 | $318K | 203 | — | — |
| Q2 2026 | $47.5M | 1.61M | — | — |
| Q2 2026 | $1.2M | 1.61M | — | — |
| Q2 2026 | $371K | 600 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B