Back to SCHW-PJ
Peak Financial Management, Inc. → SCHW-PJ
Peak Financial Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
38
Latest value
$757K
Q3 2026
Peak value
$15.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.3M |
| Q4 2025 | $4.7M |
| Q4 2025 | $11.8M |
| Q4 2025 | $336K |
| Q4 2025 | $214K |
| Q4 2025 | $4M |
| Q4 2025 | $8.3M |
| Q4 2025 | $8.8M |
| Q4 2025 | $688K |
| Q1 2026 | $11.8M |
| Q1 2026 | $4.3M |
| Q1 2026 | $12.1M |
| Q1 2026 | $335K |
| Q1 2026 | $239K |
| Q1 2026 | $4.1M |
| Q1 2026 | $9.1M |
| Q1 2026 | $9.4M |
| Q1 2026 | $706K |
| Q2 2026 | $14.3M |
| Q2 2026 | $5M |
| Q2 2026 | $14.5M |
| Q2 2026 | $417K |
| Q2 2026 | $219K |
| Q2 2026 | $247K |
| Q2 2026 | $4.5M |
| Q2 2026 | $9.8M |
| Q2 2026 | $9.7M |
| Q2 2026 | $733K |
| Q3 2026 | $15.1M |
| Q3 2026 | $5M |
| Q3 2026 | $13.5M |
| Q3 2026 | $360K |
| Q3 2026 | $221K |
| Q3 2026 | $254K |
| Q3 2026 | $4.5M |
| Q3 2026 | $9.9M |
| Q3 2026 | $9.6M |
| Q3 2026 | $757K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $757K | 15.2K | — | — |
| Q3 2026 | $9.6M | 380.7K | — | — |
| Q3 2026 | $9.9M | 447.6K | — | — |
| Q3 2026 | $4.5M | 162.9K | — | — |
| Q3 2026 | $254K | 7.8K | — | — |
| Q3 2026 | $221K | 6.1K | — | — |
| Q3 2026 | $360K | 11.0K | — | — |
| Q3 2026 | $13.5M | 396.0K | — | — |
| Q3 2026 | $5M | 167.1K | — | — |
| Q3 2026 | $15.1M | 515.5K | — | — |
| Q2 2026 | $733K | 15.2K | — | — |
| Q2 2026 | $9.7M | 367.7K | — | — |
| Q2 2026 | $9.8M | 423.7K | — | — |
| Q2 2026 | $4.5M | 163.8K | — | — |
| Q2 2026 | $247K | 7.8K | — | — |
| Q2 2026 | $219K | 6.0K | — | — |
| Q2 2026 | $417K | 11.5K | — | — |
| Q2 2026 | $14.5M | 393.9K | — | — |
| Q2 2026 | $5M | 168.8K | — | — |
| Q2 2026 | $14.3M | 492.7K | — | — |
| Q1 2026 | $706K | 15.1K | — | — |
| Q1 2026 | $9.4M | 351.5K | — | — |
| Q1 2026 | $9.1M | 393.4K | — | — |
| Q1 2026 | $4.1M | 164.5K | — | — |
| Q1 2026 | $239K | 7.8K | — | — |
| Q1 2026 | $335K | 11.5K | — | — |
| Q1 2026 | $12.1M | 392.1K | — | — |
| Q1 2026 | $4.3M | 169.1K | — | — |
| Q1 2026 | $11.8M | 468.5K | — | — |
| Q4 2025 | $688K | 15.1K | — | — |
| Q4 2025 | $8.8M | 331.8K | — | — |
| Q4 2025 | $8.3M | 353.4K | — | — |
| Q4 2025 | $4M | 166.5K | — | — |
| Q4 2025 | $214K | 7.8K | — | — |
| Q4 2025 | $336K | 11.8K | — | — |
| Q4 2025 | $11.8M | 392.3K | — | — |
| Q4 2025 | $4.7M | 173.8K | — | — |
| Q4 2025 | $12.3M | 467.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B