Back to SCHW-PJ
Security Financial Services, INC. → SCHW-PJ
Security Financial Services, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$17.8M
Q3 2026
Peak value
$17.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $866K |
| Q4 2025 | $551K |
| Q4 2025 | $9.1M |
| Q1 2026 | $846K |
| Q1 2026 | $610K |
| Q1 2026 | $9.3M |
| Q2 2026 | $971K |
| Q2 2026 | $621K |
| Q2 2026 | $10.8M |
| Q3 2026 | $989K |
| Q3 2026 | $586K |
| Q3 2026 | $17.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.8M | 804.9K | — | — |
| Q3 2026 | $586K | 10.9K | — | — |
| Q3 2026 | $989K | 33.0K | — | — |
| Q2 2026 | $10.8M | 468.3K | — | — |
| Q2 2026 | $621K | 11.8K | — | — |
| Q2 2026 | $971K | 33.0K | — | — |
| Q1 2026 | $9.3M | 401.5K | — | — |
| Q1 2026 | $610K | 12.5K | — | — |
| Q1 2026 | $846K | 33.0K | — | — |
| Q4 2025 | $9.1M | 389.2K | — | — |
| Q4 2025 | $551K | 12.2K | — | — |
| Q4 2025 | $866K | 32.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B