Back to SCHW-PJ
PFG Advisors SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
94
Latest value
$277K
Q3 2026
Peak value
$33.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $919K |
| Q3 2025 | $3.9M |
| Q3 2025 | $9.1M |
| Q3 2025 | $10.3M |
| Q3 2025 | $345K |
| Q3 2025 | $2.5M |
| Q3 2025 | $1.7M |
| Q3 2025 | $313K |
| Q3 2025 | $275K |
| Q3 2025 | $234K |
| Q3 2025 | $500K |
| Q3 2025 | $2.5M |
| Q3 2025 | $20.7M |
| Q3 2025 | $585K |
| Q3 2025 | $540K |
| Q3 2025 | $327K |
| Q3 2025 | $429K |
| Q3 2025 | $222K |
| Q4 2025 | $668K |
| Q4 2025 | $3.6M |
| Q4 2025 | $10.3M |
| Q4 2025 | $12.8M |
| Q4 2025 | $307K |
| Q4 2025 | $2.3M |
| Q4 2025 | $4.6M |
| Q4 2025 | $436K |
| Q4 2025 | $310K |
| Q4 2025 | $472K |
| Q4 2025 | $2.5M |
| Q4 2025 | $20.5M |
| Q4 2025 | $2.5M |
| Q4 2025 | $562K |
| Q4 2025 | $516K |
| Q4 2025 | $442K |
| Q4 2025 | $242K |
| Q4 2025 | $302K |
| Q4 2025 | $303K |
| Q1 2026 | $617K |
| Q1 2026 | $3.3M |
| Q1 2026 | $10.5M |
| Q1 2026 | $11.2M |
| Q1 2026 | $201K |
| Q1 2026 | $1.8M |
| Q1 2026 | $6.1M |
| Q1 2026 | $433K |
| Q1 2026 | $480K |
| Q1 2026 | $511K |
| Q1 2026 | $2.5M |
| Q1 2026 | $33.7M |
| Q1 2026 | $2.6M |
| Q1 2026 | $698K |
| Q1 2026 | $563K |
| Q1 2026 | $444K |
| Q1 2026 | $212K |
| Q1 2026 | $297K |
| Q1 2026 | $308K |
| Q2 2026 | $556K |
| Q2 2026 | $3.4M |
| Q2 2026 | $12.9M |
| Q2 2026 | $13.1M |
| Q2 2026 | $226K |
| Q2 2026 | $2M |
| Q2 2026 | $2.9M |
| Q2 2026 | $456K |
| Q2 2026 | $451K |
| Q2 2026 | $553K |
| Q2 2026 | $2.6M |
| Q2 2026 | $26M |
| Q2 2026 | $1.1M |
| Q2 2026 | $793K |
| Q2 2026 | $596K |
| Q2 2026 | $408K |
| Q2 2026 | $269K |
| Q2 2026 | $215K |
| Q2 2026 | $358K |
| Q3 2026 | $538K |
| Q3 2026 | $1M |
| Q3 2026 | $13M |
| Q3 2026 | $14M |
| Q3 2026 | $223K |
| Q3 2026 | $1.8M |
| Q3 2026 | $2.5M |
| Q3 2026 | $447K |
| Q3 2026 | $529K |
| Q3 2026 | $561K |
| Q3 2026 | $2.7M |
| Q3 2026 | $27.9M |
| Q3 2026 | $1.3M |
| Q3 2026 | $874K |
| Q3 2026 | $595K |
| Q3 2026 | $484K |
| Q3 2026 | $285K |
| Q3 2026 | $517K |
| Q3 2026 | $277K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $277K | 5.6K | — | — |
| Q3 2026 | $517K | 20.6K | — | — |
| Q3 2026 | $285K | 11.9K | — | — |
| Q3 2026 | $484K | 20.4K | — | — |
| Q3 2026 | $595K | 27.0K | — | — |
| Q3 2026 | $874K | 39.6K | — | — |
| Q3 2026 | $1.3M | 48.2K | — | — |
| Q3 2026 | $27.9M | 858.3K | — | — |
| Q3 2026 | $2.7M | 86.8K | — | — |
| Q3 2026 | $561K | 16.0K | — | — |
| Q3 2026 | $529K | 9.8K | — | — |
| Q3 2026 | $447K | 12.3K | — | — |
| Q3 2026 | $2.5M | 76.9K | — | — |
| Q3 2026 | $1.8M | 53.0K | — | — |
| Q3 2026 | $223K | 6.7K | — | — |
| Q3 2026 | $14M | 390.4K | — | — |
| Q3 2026 | $13M | 434.9K | — | — |
| Q3 2026 | $1M | 35.6K | — | — |
| Q3 2026 | $538K | 5.5K | — | — |
| Q2 2026 | $358K | 7.4K | — | — |
| Q2 2026 | $215K | 8.1K | — | — |
| Q2 2026 | $269K | 11.1K | — | — |
| Q2 2026 | $408K | 16.5K | — | — |
| Q2 2026 | $596K | 25.2K | — | — |
| Q2 2026 | $793K | 34.3K | — | — |
| Q2 2026 | $1.1M | 41.4K | — | — |
| Q2 2026 | $26M | 820.4K | — | — |
| Q2 2026 | $2.6M | 84.0K | — | — |
| Q2 2026 | $553K | 14.5K | — | — |
| Q2 2026 | $451K | 8.6K | — | — |
| Q2 2026 | $456K | 12.6K | — | — |
| Q2 2026 | $2.9M | 79.9K | — | — |
| Q2 2026 | $2M | 54.2K | — | — |
| Q2 2026 | $226K | 6.5K | — | — |
| Q2 2026 | $13.1M | 385.9K | — | — |
| Q2 2026 | $12.9M | 437.2K | — | — |
| Q2 2026 | $3.4M | 119.1K | — | — |
| Q2 2026 | $556K | 6.0K | — | — |
| Q1 2026 | $308K | 6.6K | — | — |
| Q1 2026 | $297K | 11.2K | — | — |
| Q1 2026 | $212K | 8.7K | — | — |
| Q1 2026 | $444K | 17.8K | — | — |
| Q1 2026 | $563K | 26.2K | — | — |
| Q1 2026 | $698K | 30.1K | — | — |
| Q1 2026 | $2.6M | 104.7K | — | — |
| Q1 2026 | $33.7M | 1.10M | — | — |
| Q1 2026 | $2.5M | 90.4K | — | — |
| Q1 2026 | $511K | 15.8K | — | — |
| Q1 2026 | $480K | 9.8K | — | — |
| Q1 2026 | $433K | 13.1K | — | — |
| Q1 2026 | $6.1M | 208.4K | — | — |
| Q1 2026 | $1.8M | 57.0K | — | — |
| Q1 2026 | $201K | 6.6K | — | — |
| Q1 2026 | $11.2M | 385.5K | — | — |
| Q1 2026 | $10.5M | 408.7K | — | — |
| Q1 2026 | $3.3M | 131.9K | — | — |
| Q1 2026 | $617K | 6.6K | — | — |
| Q4 2025 | $303K | 6.7K | — | — |
| Q4 2025 | $302K | 11.4K | — | — |
| Q4 2025 | $242K | 9.9K | — | — |
| Q4 2025 | $442K | 17.6K | — | — |
| Q4 2025 | $516K | 24.7K | — | — |
| Q4 2025 | $562K | 24.1K | — | — |
| Q4 2025 | $2.5M | 104.3K | — | — |
| Q4 2025 | $20.5M | 746.6K | — | — |
| Q4 2025 | $2.5M | 91.4K | — | — |
| Q4 2025 | $472K | 15.0K | — | — |
| Q4 2025 | $310K | 6.9K | — | — |
| Q4 2025 | $436K | 13.3K | — | — |
| Q4 2025 | $4.6M | 160.1K | — | — |
| Q4 2025 | $2.3M | 76.0K | — | — |
| Q4 2025 | $307K | 10.4K | — | — |
| Q4 2025 | $12.8M | 391.4K | — | — |
| Q4 2025 | $10.3M | 381.7K | — | — |
| Q4 2025 | $3.6M | 135.6K | — | — |
| Q4 2025 | $668K | 6.7K | — | — |
| Q3 2025 | $222K | 9.1K | — | — |
| Q3 2025 | $429K | 17.1K | — | — |
| Q3 2025 | $327K | 15.2K | — | — |
| Q3 2025 | $540K | 23.0K | — | — |
| Q3 2025 | $585K | 25.1K | — | — |
| Q3 2025 | $20.7M | 756.6K | — | — |
| Q3 2025 | $2.5M | 94.1K | — | — |
| Q3 2025 | $500K | 16.0K | — | — |
| Q3 2025 | $234K | 5.4K | — | — |
| Q3 2025 | $275K | 11.0K | — | — |
| Q3 2025 | $313K | 9.4K | — | — |
| Q3 2025 | $1.7M | 61.9K | — | — |
| Q3 2025 | $2.5M | 84.7K | — | — |
| Q3 2025 | $345K | 11.8K | — | — |
| Q3 2025 | $10.3M | 322.2K | — | — |
| Q3 2025 | $9.1M | 345.1K | — | — |
| Q3 2025 | $3.9M | 151.3K | — | — |
| Q3 2025 | $919K | 9.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B