Back to SCHW-PJ
Prosperitas Financial LLC → SCHW-PJ
Prosperitas Financial LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
22
Latest value
$6K
Q3 2026
Peak value
$15.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $349K |
| Q4 2025 | $8.8M |
| Q4 2025 | $14.1M |
| Q4 2025 | $10.6M |
| Q1 2026 | $329K |
| Q1 2026 | $10.5M |
| Q1 2026 | $12.8M |
| Q1 2026 | $11M |
| Q2 2026 | $326K |
| Q2 2026 | $3K |
| Q2 2026 | $11.8M |
| Q2 2026 | $15M |
| Q2 2026 | $8K |
| Q2 2026 | $5K |
| Q2 2026 | $11.5M |
| Q3 2026 | $344K |
| Q3 2026 | $10.4M |
| Q3 2026 | $2K |
| Q3 2026 | $15.8M |
| Q3 2026 | $9K |
| Q3 2026 | $11.7M |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 172 | — | — |
| Q3 2026 | $11.7M | 360.6K | — | — |
| Q3 2026 | $9K | 248 | — | — |
| Q3 2026 | $15.8M | 439.2K | — | — |
| Q3 2026 | $2K | 70 | — | — |
| Q3 2026 | $10.4M | 356.4K | — | — |
| Q3 2026 | $344K | 3.5K | — | — |
| Q2 2026 | $11.5M | 364.1K | — | — |
| Q2 2026 | $5K | 170 | — | — |
| Q2 2026 | $8K | 248 | — | — |
| Q2 2026 | $15M | 443.3K | — | — |
| Q2 2026 | $11.8M | 408.8K | — | — |
| Q2 2026 | $3K | 117 | — | — |
| Q2 2026 | $326K | 3.5K | — | — |
| Q1 2026 | $11M | 359.4K | — | — |
| Q1 2026 | $12.8M | 440.3K | — | — |
| Q1 2026 | $10.5M | 418.7K | — | — |
| Q1 2026 | $329K | 3.5K | — | — |
| Q4 2025 | $10.6M | 388.1K | — | — |
| Q4 2025 | $14.1M | 433.1K | — | — |
| Q4 2025 | $8.8M | 334.2K | — | — |
| Q4 2025 | $349K | 3.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B