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Keystone Financial Planning, Inc. → SCHW-PJ
Keystone Financial Planning, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
4
Latest value
$204.3M
Q3 2026
Peak value
$207.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $165.6M |
| Q1 2026 | $207.5M |
| Q2 2026 | $198.2M |
| Q3 2026 | $204.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $204.3M | 6.28M | — | — |
| Q2 2026 | $198.2M | 6.25M | — | — |
| Q1 2026 | $207.5M | 6.76M | — | — |
| Q4 2025 | $165.6M | 6.04M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B