Back to SCHW-PJ
FSA WEALTH PARTNERS, INC. → SCHW-PJ
FSA WEALTH PARTNERS, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$13M
Q3 2026
Peak value
$13.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $3M |
| Q1 2026 | $779K |
| Q1 2026 | $11.6M |
| Q2 2026 | $894K |
| Q2 2026 | $13.6M |
| Q3 2026 | $845K |
| Q3 2026 | $13M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13M | 390.3K | — | — |
| Q3 2026 | $845K | 25.4K | — | — |
| Q2 2026 | $13.6M | 390.4K | — | — |
| Q2 2026 | $894K | 25.7K | — | — |
| Q1 2026 | $11.6M | 379.2K | — | — |
| Q1 2026 | $779K | 25.5K | — | — |
| Q4 2025 | $3M | 91.3K | — | — |
| Q4 2025 | $1.3M | 39.9K | — | — |
| Q3 2025 | $3M | 93.6K | — | — |
| Q3 2025 | $1.3M | 40.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B