Back to SCHW-PJ

HILL ISLAND FINANCIAL LLC → SCHW-PJ

HILL ISLAND FINANCIAL LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
15
Latest value
$891K
Q3 2026
Peak value
$11.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$262K
Q3 2025$10.7M
Q3 2025$975K
Q4 2025$267K
Q4 2025$10.7M
Q4 2025$861K
Q1 2026$247K
Q1 2026$10.7M
Q1 2026$835K
Q2 2026$282K
Q2 2026$11.6M
Q2 2026$981K
Q3 2026$270K
Q3 2026$11.5M
Q3 2026$891K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$891K40.3K——
Q3 2026$11.5M419.2K——
Q3 2026$270K8.1K——
Q2 2026$981K42.4K——
Q2 2026$11.6M419.9K——
Q2 2026$282K8.1K——
Q1 2026$835K36.0K——
Q1 2026$10.7M431.0K——
Q1 2026$247K8.1K——
Q4 2025$861K36.8K——
Q4 2025$10.7M446.3K——
Q4 2025$267K9.0K——
Q3 2025$975K41.5K——
Q3 2025$10.7M460.1K——
Q3 2025$262K9.0K——

Other funds holding SCHW-PJ

Other HILL ISLAND FINANCIAL LLC positions

VGES

VANGUARD INDEX FDS

$71.7M
VGES

VANGUARD INDEX FDS

$71.2M
VGES

VANGUARD INDEX FDS

$64.7M
VGES

VANGUARD INDEX FDS

$62.8M
VGES

VANGUARD INDEX FDS

$62.4M
ETHA

INVESCO EXCH TRADED FD TR II

$28.6M
ETHA

INVESCO EXCH TRADED FD TR II

$23.7M
ETHA

INVESCO EXCH TRADED FD TR II

$22.9M