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Prota Financial, LLC → SCHW-PJ
Prota Financial, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$7.4M
Q3 2026
Peak value
$10.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.3M |
| Q4 2025 | $8.9M |
| Q1 2026 | $8.1M |
| Q1 2026 | $9.3M |
| Q2 2026 | $9.1M |
| Q2 2026 | $5.1M |
| Q2 2026 | $7.2M |
| Q3 2026 | $9.4M |
| Q3 2026 | $5.5M |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 273.2K | — | — |
| Q3 2026 | $5.5M | 152.5K | — | — |
| Q3 2026 | $9.4M | 259.8K | — | — |
| Q2 2026 | $7.2M | 262.7K | — | — |
| Q2 2026 | $5.1M | 140.4K | — | — |
| Q2 2026 | $9.1M | 266.6K | — | — |
| Q1 2026 | $9.3M | 376.1K | — | — |
| Q1 2026 | $8.1M | 277.9K | — | — |
| Q4 2025 | $8.9M | 370.0K | — | — |
| Q4 2025 | $10.3M | 315.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B