Back to SCHW-PJ
RCS Financial Planning, LLC → SCHW-PJ
RCS Financial Planning, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
24
Latest value
$3.3M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $532K |
| Q3 2025 | $287K |
| Q3 2025 | $679K |
| Q3 2025 | $943K |
| Q4 2025 | $528K |
| Q4 2025 | $266K |
| Q4 2025 | $665K |
| Q4 2025 | $898K |
| Q1 2026 | $874K |
| Q1 2026 | $476K |
| Q1 2026 | $940K |
| Q1 2026 | $800K |
| Q2 2026 | $1M |
| Q2 2026 | $495K |
| Q2 2026 | $1M |
| Q2 2026 | $814K |
| Q2 2026 | $201K |
| Q3 2026 | $471K |
| Q3 2026 | $220K |
| Q3 2026 | $631K |
| Q3 2026 | $647K |
| Q3 2026 | $6M |
| Q3 2026 | $2M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 129.6K | — | — |
| Q3 2026 | $2M | 84.0K | — | — |
| Q3 2026 | $6M | 252.9K | — | — |
| Q3 2026 | $647K | 29.3K | — | — |
| Q3 2026 | $631K | 23.0K | — | — |
| Q3 2026 | $220K | 9.1K | — | — |
| Q3 2026 | $471K | 13.1K | — | — |
| Q2 2026 | $201K | 7.6K | — | — |
| Q2 2026 | $814K | 35.2K | — | — |
| Q2 2026 | $1M | 37.4K | — | — |
| Q2 2026 | $495K | 20.1K | — | — |
| Q2 2026 | $1M | 30.0K | — | — |
| Q1 2026 | $800K | 34.5K | — | — |
| Q1 2026 | $940K | 38.0K | — | — |
| Q1 2026 | $476K | 19.2K | — | — |
| Q1 2026 | $874K | 30.0K | — | — |
| Q4 2025 | $898K | 38.4K | — | — |
| Q4 2025 | $665K | 27.7K | — | — |
| Q4 2025 | $266K | 10.7K | — | — |
| Q4 2025 | $528K | 16.2K | — | — |
| Q3 2025 | $943K | 40.2K | — | — |
| Q3 2025 | $679K | 29.1K | — | — |
| Q3 2025 | $287K | 11.5K | — | — |
| Q3 2025 | $532K | 16.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B