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Professional Financial Management, Inc. → SCHW-PJ
Professional Financial Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$346K
Q3 2026
Peak value
$1.2M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $255K |
| Q2 2026 | $579K |
| Q2 2026 | $349K |
| Q3 2026 | $1.2M |
| Q3 2026 | $346K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $346K | 14.6K | — | — |
| Q3 2026 | $1.2M | 28.9K | — | — |
| Q2 2026 | $349K | 14.1K | — | — |
| Q2 2026 | $579K | 14.6K | — | — |
| Q1 2026 | $255K | 10.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B