Back to SCHW-PJ
SJBENEN ADVISORY, LLC → SCHW-PJ
SJBENEN ADVISORY, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
7
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q1 2026 | $545K |
| Q1 2026 | $1.9M |
| Q2 2026 | $545K |
| Q2 2026 | $3M |
| Q3 2026 | $568K |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 105.2K | — | — |
| Q3 2026 | $568K | 5.8K | — | — |
| Q2 2026 | $3M | 105.2K | — | — |
| Q2 2026 | $545K | 5.8K | — | — |
| Q1 2026 | $1.9M | 76.4K | — | — |
| Q1 2026 | $545K | 5.8K | — | — |
| Q4 2025 | $2.8M | 105.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B