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Juno Financial Group LLC → SCHW-PJ
Juno Financial Group LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$2.6M
Q3 2026
Peak value
$16.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.6M |
| Q4 2025 | $13.4M |
| Q4 2025 | $2.4M |
| Q4 2025 | $8.9M |
| Q1 2026 | $2.6M |
| Q1 2026 | $12.7M |
| Q1 2026 | $2.5M |
| Q1 2026 | $10.2M |
| Q2 2026 | $2.8M |
| Q2 2026 | $15M |
| Q2 2026 | $3.1M |
| Q2 2026 | $3.4M |
| Q3 2026 | $3M |
| Q3 2026 | $16.1M |
| Q3 2026 | $2.9M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 81.0K | — | — |
| Q3 2026 | $2.9M | 88.3K | — | — |
| Q3 2026 | $16.1M | 448.5K | — | — |
| Q3 2026 | $3M | 30.5K | — | — |
| Q2 2026 | $3.4M | 105.9K | — | — |
| Q2 2026 | $3.1M | 87.0K | — | — |
| Q2 2026 | $15M | 442.1K | — | — |
| Q2 2026 | $2.8M | 29.8K | — | — |
| Q1 2026 | $10.2M | 334.0K | — | — |
| Q1 2026 | $2.5M | 87.4K | — | — |
| Q1 2026 | $12.7M | 434.3K | — | — |
| Q1 2026 | $2.6M | 27.6K | — | — |
| Q4 2025 | $8.9M | 323.8K | — | — |
| Q4 2025 | $2.4M | 85.2K | — | — |
| Q4 2025 | $13.4M | 410.1K | — | — |
| Q4 2025 | $2.6M | 25.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B