Back to SCHW-PJ
SACKS & ASSOCIATES, LLC → SCHW-PJ
SACKS & ASSOCIATES, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$380K
Q3 2026
Peak value
$3.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.6M |
| Q4 2025 | $320K |
| Q1 2026 | $2.9M |
| Q1 2026 | $358K |
| Q2 2026 | $2.5M |
| Q2 2026 | $392K |
| Q3 2026 | $2.3M |
| Q3 2026 | $380K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $380K | 11.7K | — | — |
| Q3 2026 | $2.3M | 64.2K | — | — |
| Q2 2026 | $392K | 11.7K | — | — |
| Q2 2026 | $2.5M | 71.9K | — | — |
| Q1 2026 | $358K | 11.7K | — | — |
| Q1 2026 | $2.9M | 101.1K | — | — |
| Q4 2025 | $320K | 11.7K | — | — |
| Q4 2025 | $3.6M | 109.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B