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Spectrum Financial Alliance Ltd LLC → SCHW-PJ
Spectrum Financial Alliance Ltd LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
7
Latest value
$206K
Q3 2026
Peak value
$8.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.4M |
| Q4 2025 | $8.4M |
| Q1 2026 | $7.7M |
| Q2 2026 | $7.4M |
| Q2 2026 | $203K |
| Q3 2026 | $7.7M |
| Q3 2026 | $206K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $206K | 7.0K | — | — |
| Q3 2026 | $7.7M | 78.4K | — | — |
| Q2 2026 | $203K | 7.0K | — | — |
| Q2 2026 | $7.4M | 79.8K | — | — |
| Q1 2026 | $7.7M | 82.4K | — | — |
| Q4 2025 | $8.4M | 84.2K | — | — |
| Q3 2025 | $8.4M | 88.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B