Back to SCHW-PJ
Lakeshore Financial Planning, Inc. → SCHW-PJ
Lakeshore Financial Planning, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$11.8M
Q3 2026
Peak value
$11.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.6M |
| Q4 2025 | $10.5M |
| Q1 2026 | $11.6M |
| Q2 2026 | $11.5M |
| Q3 2026 | $11.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.8M | 362.5K | — | — |
| Q2 2026 | $11.5M | 363.3K | — | — |
| Q1 2026 | $11.6M | 379.7K | — | — |
| Q4 2025 | $10.5M | 382.0K | — | — |
| Q3 2025 | $10.6M | 388.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B