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Souders Financial Advisors → SCHW-PJ
Souders Financial Advisors SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
32
Latest value
$29M
Q3 2026
Peak value
$32.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $405K |
| Q3 2025 | $2.4M |
| Q3 2025 | $21.4M |
| Q3 2025 | $937K |
| Q3 2025 | $398K |
| Q3 2025 | $28.3M |
| Q3 2025 | $255K |
| Q4 2025 | $434K |
| Q4 2025 | $2.4M |
| Q4 2025 | $22M |
| Q4 2025 | $886K |
| Q4 2025 | $407K |
| Q4 2025 | $29.1M |
| Q1 2026 | $435K |
| Q1 2026 | $2M |
| Q1 2026 | $20M |
| Q1 2026 | $687K |
| Q1 2026 | $338K |
| Q1 2026 | $32.6M |
| Q2 2026 | $395K |
| Q2 2026 | $2.2M |
| Q2 2026 | $27.7M |
| Q2 2026 | $212K |
| Q2 2026 | $815K |
| Q2 2026 | $318K |
| Q2 2026 | $28.1M |
| Q3 2026 | $414K |
| Q3 2026 | $2.2M |
| Q3 2026 | $29.8M |
| Q3 2026 | $688K |
| Q3 2026 | $290K |
| Q3 2026 | $29M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29M | 892.2K | — | — |
| Q3 2026 | $290K | 9.2K | — | — |
| Q3 2026 | $688K | 21.1K | — | — |
| Q3 2026 | $29.8M | 830.2K | — | — |
| Q3 2026 | $2.2M | 76.4K | — | — |
| Q3 2026 | $414K | 4.2K | — | — |
| Q2 2026 | $28.1M | 887.3K | — | — |
| Q2 2026 | $318K | 10.0K | — | — |
| Q2 2026 | $815K | 22.6K | — | — |
| Q2 2026 | $212K | 5.8K | — | — |
| Q2 2026 | $27.7M | 818.5K | — | — |
| Q2 2026 | $2.2M | 77.2K | — | — |
| Q2 2026 | $395K | 4.3K | — | — |
| Q1 2026 | $32.6M | 1.06M | — | — |
| Q1 2026 | $338K | 10.7K | — | — |
| Q1 2026 | $687K | 23.6K | — | — |
| Q1 2026 | $20M | 686.6K | — | — |
| Q1 2026 | $2M | 79.6K | — | — |
| Q1 2026 | $435K | 4.6K | — | — |
| Q4 2025 | $29.1M | 1.06M | — | — |
| Q4 2025 | $407K | 13.6K | — | — |
| Q4 2025 | $886K | 31.1K | — | — |
| Q4 2025 | $22M | 673.4K | — | — |
| Q4 2025 | $2.4M | 90.6K | — | — |
| Q4 2025 | $434K | 4.3K | — | — |
| Q3 2025 | $255K | 10.8K | — | — |
| Q3 2025 | $28.3M | 1.04M | — | — |
| Q3 2025 | $398K | 14.2K | — | — |
| Q3 2025 | $937K | 33.6K | — | — |
| Q3 2025 | $21.4M | 669.7K | — | — |
| Q3 2025 | $2.4M | 92.6K | — | — |
| Q3 2025 | $405K | 4.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B