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Santori & Peters, Inc. → SCHW-PJ

Santori & Peters, Inc. SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
14
Latest value
$394K
Q3 2026
Peak value
$8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6M
Q4 2025$3M
Q4 2025$822K
Q1 2026$6.6M
Q1 2026$2.7M
Q1 2026$1.3M
Q2 2026$7.5M
Q2 2026$3.2M
Q2 2026$1.5M
Q2 2026$277K
Q3 2026$8M
Q3 2026$3.7M
Q3 2026$1.4M
Q3 2026$394K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$394K12.1K——
Q3 2026$1.4M41.9K——
Q3 2026$3.7M102.7K——
Q3 2026$8M266.8K——
Q2 2026$277K8.7K——
Q2 2026$1.5M41.8K——
Q2 2026$3.2M94.5K——
Q2 2026$7.5M256.4K——
Q1 2026$1.3M41.8K——
Q1 2026$2.7M93.9K——
Q1 2026$6.6M256.6K——
Q4 2025$822K27.8K——
Q4 2025$3M92.8K——
Q4 2025$6M224.7K——

Other funds holding SCHW-PJ

Other Santori & Peters, Inc. positions

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$173.3M
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$162.6M
WAB

WABTEC

$150.5M
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WABTEC

$128.6M
AME

AMETEK INC

$60.5M
AME

AMETEK INC

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AME

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$52.6M
AME

AMETEK INC

$50.3M