Back to SCHW-PJ
SAGE FINANCIAL GROUP INC → SCHW-PJ
SAGE FINANCIAL GROUP INC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
66
Latest value
$17.9M
Q3 2026
Peak value
$684.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $460K |
| Q3 2025 | $658.8M |
| Q3 2025 | $17.3M |
| Q3 2025 | $22.7M |
| Q3 2025 | $28.5M |
| Q3 2025 | $19.5M |
| Q3 2025 | $776K |
| Q3 2025 | $968K |
| Q3 2025 | $807K |
| Q3 2025 | $248K |
| Q3 2025 | $16.6M |
| Q4 2025 | $463K |
| Q4 2025 | $641.4M |
| Q4 2025 | $16.9M |
| Q4 2025 | $23.1M |
| Q4 2025 | $29.3M |
| Q4 2025 | $19.8M |
| Q4 2025 | $790K |
| Q4 2025 | $1M |
| Q4 2025 | $760K |
| Q4 2025 | $245K |
| Q4 2025 | $16.4M |
| Q1 2026 | $445K |
| Q1 2026 | $592.5M |
| Q1 2026 | $14.6M |
| Q1 2026 | $23.6M |
| Q1 2026 | $30.5M |
| Q1 2026 | $20.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $1M |
| Q1 2026 | $844K |
| Q1 2026 | $808K |
| Q1 2026 | $16.6M |
| Q2 2026 | $516K |
| Q2 2026 | $516K |
| Q2 2026 | $677M |
| Q2 2026 | $677M |
| Q2 2026 | $16.8M |
| Q2 2026 | $16.8M |
| Q2 2026 | $27M |
| Q2 2026 | $27M |
| Q2 2026 | $37.1M |
| Q2 2026 | $37.1M |
| Q2 2026 | $25.7M |
| Q2 2026 | $25.7M |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.1M |
| Q2 2026 | $881K |
| Q2 2026 | $881K |
| Q2 2026 | $931K |
| Q2 2026 | $931K |
| Q2 2026 | $17.4M |
| Q2 2026 | $17.4M |
| Q3 2026 | $520K |
| Q3 2026 | $684.8M |
| Q3 2026 | $17.6M |
| Q3 2026 | $25.8M |
| Q3 2026 | $34.5M |
| Q3 2026 | $23.4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1M |
| Q3 2026 | $889K |
| Q3 2026 | $17.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.9M | 711.2K | — | — |
| Q3 2026 | $889K | 32.4K | — | — |
| Q3 2026 | $1M | 31.4K | — | — |
| Q3 2026 | $1.2M | 36.8K | — | — |
| Q3 2026 | $1.4M | 38.9K | — | — |
| Q3 2026 | $23.4M | 718.1K | — | — |
| Q3 2026 | $34.5M | 1.01M | — | — |
| Q3 2026 | $25.8M | 775.8K | — | — |
| Q3 2026 | $17.6M | 491.2K | — | — |
| Q3 2026 | $684.8M | 22.83M | — | — |
| Q3 2026 | $520K | 17.7K | — | — |
| Q2 2026 | $17.4M | 656.7K | — | — |
| Q2 2026 | $17.4M | 656.7K | — | — |
| Q2 2026 | $931K | 33.6K | — | — |
| Q2 2026 | $931K | 33.6K | — | — |
| Q2 2026 | $881K | 27.8K | — | — |
| Q2 2026 | $881K | 27.8K | — | — |
| Q2 2026 | $1.1M | 36.8K | — | — |
| Q2 2026 | $1.1M | 36.8K | — | — |
| Q2 2026 | $1.4M | 37.9K | — | — |
| Q2 2026 | $1.4M | 37.9K | — | — |
| Q2 2026 | $25.7M | 711.4K | — | — |
| Q2 2026 | $25.7M | 711.4K | — | — |
| Q2 2026 | $37.1M | 1.01M | — | — |
| Q2 2026 | $37.1M | 1.01M | — | — |
| Q2 2026 | $27M | 776.7K | — | — |
| Q2 2026 | $27M | 776.7K | — | — |
| Q2 2026 | $16.8M | 495.2K | — | — |
| Q2 2026 | $16.8M | 495.2K | — | — |
| Q2 2026 | $677M | 23.00M | — | — |
| Q2 2026 | $677M | 23.00M | — | — |
| Q2 2026 | $516K | 17.8K | — | — |
| Q2 2026 | $516K | 17.8K | — | — |
| Q1 2026 | $16.6M | 624.0K | — | — |
| Q1 2026 | $808K | 32.7K | — | — |
| Q1 2026 | $844K | 27.5K | — | — |
| Q1 2026 | $1M | 36.8K | — | — |
| Q1 2026 | $1.2M | 35.3K | — | — |
| Q1 2026 | $20.5M | 704.1K | — | — |
| Q1 2026 | $30.5M | 984.4K | — | — |
| Q1 2026 | $23.6M | 772.2K | — | — |
| Q1 2026 | $14.6M | 502.0K | — | — |
| Q1 2026 | $592.5M | 23.11M | — | — |
| Q1 2026 | $445K | 17.7K | — | — |
| Q4 2025 | $16.4M | 618.8K | — | — |
| Q4 2025 | $245K | 10.2K | — | — |
| Q4 2025 | $760K | 27.7K | — | — |
| Q4 2025 | $1M | 36.8K | — | — |
| Q4 2025 | $790K | 24.1K | — | — |
| Q4 2025 | $19.8M | 694.5K | — | — |
| Q4 2025 | $29.3M | 974.0K | — | — |
| Q4 2025 | $23.1M | 781.6K | — | — |
| Q4 2025 | $16.9M | 517.4K | — | — |
| Q4 2025 | $641.4M | 23.84M | — | — |
| Q4 2025 | $463K | 17.6K | — | — |
| Q3 2025 | $16.6M | 617.5K | — | — |
| Q3 2025 | $248K | 10.7K | — | — |
| Q3 2025 | $807K | 29.6K | — | — |
| Q3 2025 | $968K | 36.8K | — | — |
| Q3 2025 | $776K | 23.3K | — | — |
| Q3 2025 | $19.5M | 698.0K | — | — |
| Q3 2025 | $28.5M | 961.8K | — | — |
| Q3 2025 | $22.7M | 779.0K | — | — |
| Q3 2025 | $17.3M | 542.1K | — | — |
| Q3 2025 | $658.8M | 25.01M | — | — |
| Q3 2025 | $460K | 17.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B