Back to SCHW-PJ
SFM, LLC d/b/a Sweeney Financial Advisors → SCHW-PJ
SFM, LLC d/b/a Sweeney Financial Advisors SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$3.2M
Q3 2026
Peak value
$4.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q4 2025 | $3.7M |
| Q1 2026 | $4.4M |
| Q2 2026 | $4.1M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 98.1K | — | — |
| Q2 2026 | $4.1M | 127.8K | — | — |
| Q1 2026 | $4.4M | 142.4K | — | — |
| Q4 2025 | $3.7M | 134.5K | — | — |
| Q3 2025 | $3.5M | 126.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B