Back to SCHW-PJ
RETIREMENT FINANCIAL SOLUTIONS, LLC → SCHW-PJ
RETIREMENT FINANCIAL SOLUTIONS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$15.8M
Q3 2026
Peak value
$15.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.6M |
| Q3 2025 | $12.2M |
| Q4 2025 | $13.4M |
| Q1 2026 | $14.4M |
| Q1 2026 | $6M |
| Q2 2026 | $14.9M |
| Q2 2026 | $6.4M |
| Q3 2026 | $15.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.8M | 484.5K | — | — |
| Q2 2026 | $6.4M | 242.6K | — | — |
| Q2 2026 | $14.9M | 470.7K | — | — |
| Q1 2026 | $6M | 225.2K | — | — |
| Q1 2026 | $14.4M | 470.5K | — | — |
| Q4 2025 | $13.4M | 487.4K | — | — |
| Q3 2025 | $12.2M | 445.6K | — | — |
| Q3 2025 | $8.6M | 316.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B