Back to SCHW-PJ
Sprinkle Financial Consultants LLC → SCHW-PJ
Sprinkle Financial Consultants LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
24
Latest value
$681K
Q3 2026
Peak value
$25M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $22.5M |
| Q4 2025 | $1.9M |
| Q4 2025 | $1.4M |
| Q4 2025 | $232K |
| Q4 2025 | $273K |
| Q1 2026 | $21.3M |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.4M |
| Q1 2026 | $238K |
| Q1 2026 | $237K |
| Q2 2026 | $24.3M |
| Q2 2026 | $2M |
| Q2 2026 | $1.8M |
| Q2 2026 | $280K |
| Q2 2026 | $203K |
| Q2 2026 | $266K |
| Q2 2026 | $952K |
| Q3 2026 | $25M |
| Q3 2026 | $2.1M |
| Q3 2026 | $1.6M |
| Q3 2026 | $259K |
| Q3 2026 | $204K |
| Q3 2026 | $264K |
| Q3 2026 | $681K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $681K | 28.5K | — | — |
| Q3 2026 | $264K | 9.6K | — | — |
| Q3 2026 | $204K | 6.5K | — | — |
| Q3 2026 | $259K | 7.4K | — | — |
| Q3 2026 | $1.6M | 48.0K | — | — |
| Q3 2026 | $2.1M | 58.7K | — | — |
| Q3 2026 | $25M | 832.5K | — | — |
| Q2 2026 | $952K | 39.4K | — | — |
| Q2 2026 | $266K | 9.6K | — | — |
| Q2 2026 | $203K | 6.5K | — | — |
| Q2 2026 | $280K | 7.4K | — | — |
| Q2 2026 | $1.8M | 49.5K | — | — |
| Q2 2026 | $2M | 58.6K | — | — |
| Q2 2026 | $24.3M | 826.3K | — | — |
| Q1 2026 | $237K | 9.6K | — | — |
| Q1 2026 | $238K | 7.3K | — | — |
| Q1 2026 | $1.4M | 49.3K | — | — |
| Q1 2026 | $1.7M | 58.2K | — | — |
| Q1 2026 | $21.3M | 831.2K | — | — |
| Q4 2025 | $273K | 11.3K | — | — |
| Q4 2025 | $232K | 7.4K | — | — |
| Q4 2025 | $1.4M | 49.7K | — | — |
| Q4 2025 | $1.9M | 59.7K | — | — |
| Q4 2025 | $22.5M | 837.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B