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Opulen Financial Group LLC → SCHW-PJ
Opulen Financial Group LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$18.8M
Q3 2026
Peak value
$18.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14M |
| Q4 2025 | $14.9M |
| Q1 2026 | $346K |
| Q1 2026 | $17.4M |
| Q2 2026 | $527K |
| Q2 2026 | $18M |
| Q3 2026 | $571K |
| Q3 2026 | $18.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.8M | 576.6K | — | — |
| Q3 2026 | $571K | 19.5K | — | — |
| Q2 2026 | $18M | 567.8K | — | — |
| Q2 2026 | $527K | 18.2K | — | — |
| Q1 2026 | $17.4M | 565.5K | — | — |
| Q1 2026 | $346K | 13.8K | — | — |
| Q4 2025 | $14.9M | 544.1K | — | — |
| Q3 2025 | $14M | 512.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B