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Snider Financial Group → SCHW-PJ
Snider Financial Group SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$287K
Q3 2026
Peak value
$11.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8M |
| Q3 2025 | $343K |
| Q4 2025 | $8M |
| Q4 2025 | $320K |
| Q1 2026 | $6.4M |
| Q1 2026 | $278K |
| Q2 2026 | $7.6M |
| Q2 2026 | $286K |
| Q3 2026 | $11.7M |
| Q3 2026 | $287K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $287K | 7.9K | — | — |
| Q3 2026 | $11.7M | 326.9K | — | — |
| Q2 2026 | $286K | 7.9K | — | — |
| Q2 2026 | $7.6M | 226.0K | — | — |
| Q1 2026 | $278K | 8.4K | — | — |
| Q1 2026 | $6.4M | 219.3K | — | — |
| Q4 2025 | $320K | 9.8K | — | — |
| Q4 2025 | $8M | 244.1K | — | — |
| Q3 2025 | $343K | 10.3K | — | — |
| Q3 2025 | $8M | 251.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B