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Nadler Financial Group, Inc. → SCHW-PJ
Nadler Financial Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$3.8M
Q3 2026
Peak value
$74.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $61.1M |
| Q3 2025 | $4.2M |
| Q3 2025 | $10.6M |
| Q3 2025 | $44.6M |
| Q3 2025 | $25M |
| Q4 2025 | $62.9M |
| Q4 2025 | $4.2M |
| Q4 2025 | $10.8M |
| Q4 2025 | $48.3M |
| Q4 2025 | $23.6M |
| Q1 2026 | $57.2M |
| Q1 2026 | $2.9M |
| Q1 2026 | $10.3M |
| Q1 2026 | $55.8M |
| Q1 2026 | $3.9M |
| Q2 2026 | $68.4M |
| Q2 2026 | $3.3M |
| Q2 2026 | $12.3M |
| Q2 2026 | $61.7M |
| Q2 2026 | $3.9M |
| Q3 2026 | $74.1M |
| Q3 2026 | $3.2M |
| Q3 2026 | $11.2M |
| Q3 2026 | $62.3M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 117.5K | — | — |
| Q3 2026 | $62.3M | 1.16M | — | — |
| Q3 2026 | $11.2M | 330.6K | — | — |
| Q3 2026 | $3.2M | 94.8K | — | — |
| Q3 2026 | $74.1M | 2.06M | — | — |
| Q2 2026 | $3.9M | 122.2K | — | — |
| Q2 2026 | $61.7M | 1.17M | — | — |
| Q2 2026 | $12.3M | 333.9K | — | — |
| Q2 2026 | $3.3M | 95.8K | — | — |
| Q2 2026 | $68.4M | 2.02M | — | — |
| Q1 2026 | $3.9M | 125.6K | — | — |
| Q1 2026 | $55.8M | 1.14M | — | — |
| Q1 2026 | $10.3M | 333.8K | — | — |
| Q1 2026 | $2.9M | 96.7K | — | — |
| Q1 2026 | $57.2M | 1.96M | — | — |
| Q4 2025 | $23.6M | 860.9K | — | — |
| Q4 2025 | $48.3M | 1.07M | — | — |
| Q4 2025 | $10.8M | 358.7K | — | — |
| Q4 2025 | $4.2M | 141.7K | — | — |
| Q4 2025 | $62.9M | 1.93M | — | — |
| Q3 2025 | $25M | 917.1K | — | — |
| Q3 2025 | $44.6M | 1.04M | — | — |
| Q3 2025 | $10.6M | 359.1K | — | — |
| Q3 2025 | $4.2M | 143.3K | — | — |
| Q3 2025 | $61.1M | 1.92M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B