Back to SCHW-PJ
Hapanowicz & Associates Financial Services, Inc → SCHW-PJ
Hapanowicz & Associates Financial Services, Inc SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$33.7M
Q3 2026
Peak value
$34.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $657K |
| Q4 2025 | $33.5M |
| Q1 2026 | $34.8M |
| Q2 2026 | $34.5M |
| Q3 2026 | $33.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33.7M | 1.42M | — | — |
| Q2 2026 | $34.5M | 1.40M | — | — |
| Q1 2026 | $34.8M | 1.40M | — | — |
| Q4 2025 | $33.5M | 1.34M | — | — |
| Q3 2025 | $657K | 26.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B