Back to SCHW-PJ
My Personal CFO, LLC → SCHW-PJ
My Personal CFO, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$793K
Q3 2026
Peak value
$8.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $775K |
| Q3 2025 | $745K |
| Q3 2025 | $8.7M |
| Q4 2025 | $662K |
| Q4 2025 | $1.7M |
| Q4 2025 | $707K |
| Q1 2026 | $1.9M |
| Q1 2026 | $727K |
| Q2 2026 | $2.2M |
| Q2 2026 | $799K |
| Q3 2026 | $3.5M |
| Q3 2026 | $793K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $793K | 28.9K | — | — |
| Q3 2026 | $3.5M | 107.1K | — | — |
| Q2 2026 | $799K | 28.9K | — | — |
| Q2 2026 | $2.2M | 67.9K | — | — |
| Q1 2026 | $727K | 29.4K | — | — |
| Q1 2026 | $1.9M | 60.5K | — | — |
| Q4 2025 | $707K | 29.4K | — | — |
| Q4 2025 | $1.7M | 60.6K | — | — |
| Q4 2025 | $662K | 25.3K | — | — |
| Q3 2025 | $8.7M | 347.2K | — | — |
| Q3 2025 | $745K | 28.3K | — | — |
| Q3 2025 | $775K | 30.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B