Back to SCHW-PJ
Hughes Financial Services, LLC → SCHW-PJ
Hughes Financial Services, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
26
Latest value
$7.7M
Q3 2026
Peak value
$7.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $52K |
| Q3 2025 | $446 |
| Q3 2025 | $4K |
| Q3 2025 | $94K |
| Q3 2025 | $239 |
| Q4 2025 | $54K |
| Q4 2025 | $446 |
| Q4 2025 | $4K |
| Q4 2025 | $41K |
| Q4 2025 | $240 |
| Q1 2026 | $51K |
| Q1 2026 | $427 |
| Q1 2026 | $4K |
| Q1 2026 | $46K |
| Q1 2026 | $248 |
| Q2 2026 | $56K |
| Q2 2026 | $493 |
| Q2 2026 | $5K |
| Q2 2026 | $48K |
| Q2 2026 | $277 |
| Q3 2026 | $55K |
| Q3 2026 | $504 |
| Q3 2026 | $5K |
| Q3 2026 | $54K |
| Q3 2026 | $274 |
| Q3 2026 | $7.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.7M | 298.6K | — | — |
| Q3 2026 | $274 | 10 | — | — |
| Q3 2026 | $54K | 1.5K | — | — |
| Q3 2026 | $5K | 133 | — | — |
| Q3 2026 | $504 | 17 | — | — |
| Q3 2026 | $55K | 611 | — | — |
| Q2 2026 | $277 | 10 | — | — |
| Q2 2026 | $48K | 1.5K | — | — |
| Q2 2026 | $5K | 133 | — | — |
| Q2 2026 | $493 | 17 | — | — |
| Q2 2026 | $56K | 605 | — | — |
| Q1 2026 | $248 | 10 | — | — |
| Q1 2026 | $46K | 1.5K | — | — |
| Q1 2026 | $4K | 133 | — | — |
| Q1 2026 | $427 | 17 | — | — |
| Q1 2026 | $51K | 538 | — | — |
| Q4 2025 | $240 | 10 | — | — |
| Q4 2025 | $41K | 1.5K | — | — |
| Q4 2025 | $4K | 133 | — | — |
| Q4 2025 | $446 | 17 | — | — |
| Q4 2025 | $54K | 543 | — | — |
| Q3 2025 | $239 | 10 | — | — |
| Q3 2025 | $94K | 3.5K | — | — |
| Q3 2025 | $4K | 133 | — | — |
| Q3 2025 | $446 | 17 | — | — |
| Q3 2025 | $52K | 543 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Hughes Financial Services, LLC positions
STT-PG
$167.3MSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
STT-PG
$157.1MSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
STT-PG
$134.3MSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
STT-PG
$132.7MSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
STT-PG
$132.2MSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
JPM-PM
$81MJPMORGAN U.S. QUALITY FACTOR ETF
JPM-PM
$79.1MJPMORGAN CORE PLUS BOND ETF
JPM-PM
$78.4MJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF