Back to SCHW-PJ
Fortune Financial Group, Inc. → SCHW-PJ
Fortune Financial Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$214K
Q3 2026
Peak value
$2.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $427K |
| Q4 2025 | $476K |
| Q4 2025 | $2M |
| Q4 2025 | $209K |
| Q4 2025 | $277K |
| Q4 2025 | $217K |
| Q1 2026 | $386K |
| Q1 2026 | $464K |
| Q1 2026 | $464K |
| Q1 2026 | $211K |
| Q1 2026 | $215K |
| Q1 2026 | $215K |
| Q2 2026 | $436K |
| Q2 2026 | $530K |
| Q2 2026 | $2K |
| Q2 2026 | $45K |
| Q2 2026 | $2.3M |
| Q2 2026 | $120K |
| Q2 2026 | $161K |
| Q2 2026 | $55 |
| Q2 2026 | $241K |
| Q3 2026 | $459K |
| Q3 2026 | $2.1M |
| Q3 2026 | $266K |
| Q3 2026 | $214K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $214K | 7.8K | — | — |
| Q3 2026 | $266K | 8.2K | — | — |
| Q3 2026 | $2.1M | 64.2K | — | — |
| Q3 2026 | $459K | 13.8K | — | — |
| Q2 2026 | $241K | 8.7K | — | — |
| Q2 2026 | $55 | 2 | — | — |
| Q2 2026 | $161K | 5.1K | — | — |
| Q2 2026 | $120K | 3.8K | — | — |
| Q2 2026 | $2.3M | 64.2K | — | — |
| Q2 2026 | $45K | 1.3K | — | — |
| Q2 2026 | $2K | 50 | — | — |
| Q2 2026 | $530K | 15.2K | — | — |
| Q2 2026 | $436K | 15.1K | — | — |
| Q1 2026 | $215K | 8.7K | — | — |
| Q1 2026 | $215K | 8.7K | — | — |
| Q1 2026 | $211K | 4.3K | — | — |
| Q1 2026 | $464K | 15.2K | — | — |
| Q1 2026 | $464K | 15.2K | — | — |
| Q1 2026 | $386K | 15.4K | — | — |
| Q4 2025 | $217K | 8.7K | — | — |
| Q4 2025 | $277K | 9.1K | — | — |
| Q4 2025 | $209K | 4.3K | — | — |
| Q4 2025 | $2M | 70.6K | — | — |
| Q4 2025 | $476K | 15.2K | — | — |
| Q4 2025 | $427K | 15.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
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