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Seros Financial, LLC → SCHW-PJ
Seros Financial, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$13.5M
Q3 2026
Peak value
$13.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q3 2025 | $2.3M |
| Q3 2025 | $10.6M |
| Q3 2025 | $10.6M |
| Q4 2025 | $3.4M |
| Q4 2025 | $11.4M |
| Q1 2026 | $4.1M |
| Q1 2026 | $11.6M |
| Q2 2026 | $5.5M |
| Q2 2026 | $13.1M |
| Q3 2026 | $6.9M |
| Q3 2026 | $13.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.5M | 493.3K | — | — |
| Q3 2026 | $6.9M | 230.3K | — | — |
| Q2 2026 | $13.1M | 473.9K | — | — |
| Q2 2026 | $5.5M | 186.7K | — | — |
| Q1 2026 | $11.6M | 470.6K | — | — |
| Q1 2026 | $4.1M | 161.6K | — | — |
| Q4 2025 | $11.4M | 475.1K | — | — |
| Q4 2025 | $3.4M | 126.0K | — | — |
| Q3 2025 | $10.6M | 454.8K | — | — |
| Q3 2025 | $10.6M | 454.8K | — | — |
| Q3 2025 | $2.3M | 88.9K | — | — |
| Q3 2025 | $2.3M | 88.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B