Back to SCHW-PJ
Leading Edge Financial Planning LLC → SCHW-PJ
Leading Edge Financial Planning LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
31
Latest value
$364K
Q3 2026
Peak value
$50.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $35.9M |
| Q3 2025 | $1.1M |
| Q3 2025 | $206K |
| Q3 2025 | $414K |
| Q3 2025 | $675K |
| Q3 2025 | $526K |
| Q4 2025 | $39.8M |
| Q4 2025 | $1.1M |
| Q4 2025 | $209K |
| Q4 2025 | $405K |
| Q4 2025 | $202K |
| Q4 2025 | $666K |
| Q4 2025 | $411K |
| Q1 2026 | $41.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $215K |
| Q1 2026 | $451K |
| Q1 2026 | $230K |
| Q1 2026 | $660K |
| Q1 2026 | $405K |
| Q2 2026 | $50.6M |
| Q2 2026 | $1.7M |
| Q2 2026 | $246K |
| Q2 2026 | $442K |
| Q2 2026 | $204K |
| Q2 2026 | $381K |
| Q3 2026 | $3.6M |
| Q3 2026 | $1.6M |
| Q3 2026 | $209K |
| Q3 2026 | $426K |
| Q3 2026 | $364K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $364K | 16.5K | — | — |
| Q3 2026 | $426K | 13.1K | — | — |
| Q3 2026 | $209K | 6.3K | — | — |
| Q3 2026 | $1.6M | 54.3K | — | — |
| Q3 2026 | $3.6M | 122.0K | — | — |
| Q2 2026 | $381K | 16.5K | — | — |
| Q2 2026 | $204K | 7.4K | — | — |
| Q2 2026 | $442K | 13.9K | — | — |
| Q2 2026 | $246K | 7.1K | — | — |
| Q2 2026 | $1.7M | 56.2K | — | — |
| Q2 2026 | $50.6M | 1.75M | — | — |
| Q1 2026 | $405K | 16.7K | — | — |
| Q1 2026 | $660K | 28.4K | — | — |
| Q1 2026 | $230K | 9.3K | — | — |
| Q1 2026 | $451K | 14.7K | — | — |
| Q1 2026 | $215K | 7.1K | — | — |
| Q1 2026 | $1.4M | 56.0K | — | — |
| Q1 2026 | $41.2M | 1.64M | — | — |
| Q4 2025 | $411K | 16.8K | — | — |
| Q4 2025 | $666K | 28.5K | — | — |
| Q4 2025 | $202K | 8.4K | — | — |
| Q4 2025 | $405K | 14.8K | — | — |
| Q4 2025 | $209K | 7.1K | — | — |
| Q4 2025 | $1.1M | 39.8K | — | — |
| Q4 2025 | $39.8M | 1.52M | — | — |
| Q3 2025 | $526K | 21.5K | — | — |
| Q3 2025 | $675K | 28.8K | — | — |
| Q3 2025 | $414K | 15.2K | — | — |
| Q3 2025 | $206K | 7.1K | — | — |
| Q3 2025 | $1.1M | 40.2K | — | — |
| Q3 2025 | $35.9M | 1.39M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B