Back to SCHW-PJ
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. → SCHW-PJ
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$6M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.9M |
| Q4 2025 | $5.3M |
| Q1 2026 | $5.2M |
| Q2 2026 | $5.6M |
| Q3 2026 | $6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6M | 61.4K | — | — |
| Q2 2026 | $5.6M | 60.8K | — | — |
| Q1 2026 | $5.2M | 55.8K | — | — |
| Q4 2025 | $5.3M | 52.8K | — | — |
| Q3 2025 | $4.9M | 51.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B