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PENNEY FINANCIAL, LLC → SCHW-PJ
PENNEY FINANCIAL, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$9.2M
Q3 2026
Peak value
$9.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.9M |
| Q4 2025 | $264K |
| Q4 2025 | $8.4M |
| Q1 2026 | $2.8M |
| Q1 2026 | $252K |
| Q1 2026 | $9.5M |
| Q2 2026 | $3M |
| Q2 2026 | $289K |
| Q2 2026 | $9.3M |
| Q3 2026 | $2.6M |
| Q3 2026 | $294K |
| Q3 2026 | $9.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.2M | 284.1K | — | — |
| Q3 2026 | $294K | 9.8K | — | — |
| Q3 2026 | $2.6M | 90.3K | — | — |
| Q2 2026 | $9.3M | 293.6K | — | — |
| Q2 2026 | $289K | 9.8K | — | — |
| Q2 2026 | $3M | 102.6K | — | — |
| Q1 2026 | $9.5M | 308.2K | — | — |
| Q1 2026 | $252K | 9.8K | — | — |
| Q1 2026 | $2.8M | 112.2K | — | — |
| Q4 2025 | $8.4M | 306.7K | — | — |
| Q4 2025 | $264K | 9.8K | — | — |
| Q4 2025 | $2.9M | 110.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B