Back to SCHW-PJ
SUCCESSION FINANCIAL, INC. → SCHW-PJ
SUCCESSION FINANCIAL, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
2
Latest value
$6.9M
Q3 2026
Peak value
$6.9M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $3.9M |
| Q3 2026 | $6.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.9M | 218.2K | — | — |
| Q2 2026 | $3.9M | 124.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B