Back to SCHW-PJ
GEN Financial Management, INC. → SCHW-PJ
GEN Financial Management, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$27.7M
Q3 2026
Peak value
$27.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.9M |
| Q4 2025 | $24.1M |
| Q1 2026 | $23.9M |
| Q2 2026 | $27.6M |
| Q3 2026 | $27.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.7M | 923.0K | — | — |
| Q2 2026 | $27.6M | 936.4K | — | — |
| Q1 2026 | $23.9M | 931.1K | — | — |
| Q4 2025 | $24.1M | 895.8K | — | — |
| Q3 2025 | $18.9M | 719.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B