Back to SCHW-PJ
Seven Hills Financial, LLC → SCHW-PJ
Seven Hills Financial, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
3
Latest value
$10.2M
Q3 2026
Peak value
$10.2M
First seen
Q3 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2026 | $7.5M |
| Q3 2026 | $261K |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 373.1K | — | — |
| Q3 2026 | $261K | 8.0K | — | — |
| Q3 2026 | $7.5M | 210.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B