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Global Financial Private Client, LLC → SCHW-PJ
Global Financial Private Client, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
17
Latest value
$2.7M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $5.4M |
| Q3 2025 | $2.5M |
| Q4 2025 | $1.2M |
| Q4 2025 | $5.1M |
| Q4 2025 | $2.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $5.7M |
| Q1 2026 | $2.6M |
| Q2 2026 | $224K |
| Q2 2026 | $1.3M |
| Q2 2026 | $5.9M |
| Q2 2026 | $2.9M |
| Q3 2026 | $238K |
| Q3 2026 | $1.2M |
| Q3 2026 | $6M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 99.6K | — | — |
| Q3 2026 | $6M | 185.7K | — | — |
| Q3 2026 | $1.2M | 33.8K | — | — |
| Q3 2026 | $238K | 6.6K | — | — |
| Q2 2026 | $2.9M | 104.7K | — | — |
| Q2 2026 | $5.9M | 185.7K | — | — |
| Q2 2026 | $1.3M | 34.9K | — | — |
| Q2 2026 | $224K | 6.6K | — | — |
| Q1 2026 | $2.6M | 104.8K | — | — |
| Q1 2026 | $5.7M | 184.9K | — | — |
| Q1 2026 | $1.2M | 35.0K | — | — |
| Q4 2025 | $2.5M | 105.5K | — | — |
| Q4 2025 | $5.1M | 185.0K | — | — |
| Q4 2025 | $1.2M | 35.3K | — | — |
| Q3 2025 | $2.5M | 105.5K | — | — |
| Q3 2025 | $5.4M | 199.5K | — | — |
| Q3 2025 | $1.2M | 35.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B