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JNBA Financial Advisors → SCHW-PJ
JNBA Financial Advisors SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
46
Latest value
$7K
Q3 2026
Peak value
$20M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q4 2025 | $58K |
| Q4 2025 | $96K |
| Q4 2025 | $61K |
| Q4 2025 | $14K |
| Q4 2025 | $4K |
| Q4 2025 | $17.5M |
| Q4 2025 | $5K |
| Q4 2025 | $62K |
| Q4 2025 | $6.8M |
| Q4 2025 | $12K |
| Q1 2026 | $1.4M |
| Q1 2026 | $56K |
| Q1 2026 | $56K |
| Q1 2026 | $63K |
| Q1 2026 | $15K |
| Q1 2026 | $4K |
| Q1 2026 | $18.1M |
| Q1 2026 | $4K |
| Q1 2026 | $63K |
| Q1 2026 | $5.4M |
| Q1 2026 | $6K |
| Q2 2026 | $1.4M |
| Q2 2026 | $64K |
| Q2 2026 | $65K |
| Q2 2026 | $72K |
| Q2 2026 | $22K |
| Q2 2026 | $18K |
| Q2 2026 | $5K |
| Q2 2026 | $20M |
| Q2 2026 | $5K |
| Q2 2026 | $71K |
| Q2 2026 | $4.9M |
| Q2 2026 | $7K |
| Q3 2026 | $1.4M |
| Q3 2026 | $103K |
| Q3 2026 | $57K |
| Q3 2026 | $69K |
| Q3 2026 | $20K |
| Q3 2026 | $16K |
| Q3 2026 | $4K |
| Q3 2026 | $20M |
| Q3 2026 | $7K |
| Q3 2026 | $72K |
| Q3 2026 | $4.8M |
| Q3 2026 | $7K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7K | 250 | — | — |
| Q3 2026 | $4.8M | 148.4K | — | — |
| Q3 2026 | $72K | 2.3K | — | — |
| Q3 2026 | $7K | 194 | — | — |
| Q3 2026 | $20M | 372.9K | — | — |
| Q3 2026 | $4K | 68 | — | — |
| Q3 2026 | $16K | 500 | — | — |
| Q3 2026 | $20K | 585 | — | — |
| Q3 2026 | $69K | 2.1K | — | — |
| Q3 2026 | $57K | 1.6K | — | — |
| Q3 2026 | $103K | 3.5K | — | — |
| Q3 2026 | $1.4M | 14.7K | — | — |
| Q2 2026 | $7K | 250 | — | — |
| Q2 2026 | $4.9M | 153.0K | — | — |
| Q2 2026 | $71K | 2.3K | — | — |
| Q2 2026 | $5K | 131 | — | — |
| Q2 2026 | $20M | 378.3K | — | — |
| Q2 2026 | $5K | 68 | — | — |
| Q2 2026 | $18K | 500 | — | — |
| Q2 2026 | $22K | 585 | — | — |
| Q2 2026 | $72K | 2.1K | — | — |
| Q2 2026 | $65K | 1.9K | — | — |
| Q2 2026 | $64K | 2.2K | — | — |
| Q2 2026 | $1.4M | 14.6K | — | — |
| Q1 2026 | $6K | 254 | — | — |
| Q1 2026 | $5.4M | 177.2K | — | — |
| Q1 2026 | $63K | 2.3K | — | — |
| Q1 2026 | $4K | 131 | — | — |
| Q1 2026 | $18.1M | 370.2K | — | — |
| Q1 2026 | $4K | 68 | — | — |
| Q1 2026 | $15K | 500 | — | — |
| Q1 2026 | $63K | 2.1K | — | — |
| Q1 2026 | $56K | 1.9K | — | — |
| Q1 2026 | $56K | 2.2K | — | — |
| Q1 2026 | $1.4M | 14.6K | — | — |
| Q4 2025 | $12K | 482 | — | — |
| Q4 2025 | $6.8M | 246.2K | — | — |
| Q4 2025 | $62K | 2.3K | — | — |
| Q4 2025 | $5K | 154 | — | — |
| Q4 2025 | $17.5M | 386.3K | — | — |
| Q4 2025 | $4K | 68 | — | — |
| Q4 2025 | $14K | 500 | — | — |
| Q4 2025 | $61K | 2.1K | — | — |
| Q4 2025 | $96K | 2.9K | — | — |
| Q4 2025 | $58K | 2.2K | — | — |
| Q4 2025 | $1.5M | 14.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B