Back to SCHW-PJ
Summit Financial Consulting LLC → SCHW-PJ
Summit Financial Consulting LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$231K
Q3 2026
Peak value
$18.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.4M |
| Q4 2025 | $359K |
| Q1 2026 | $18.3M |
| Q1 2026 | $322K |
| Q2 2026 | $14.8M |
| Q2 2026 | $367K |
| Q3 2026 | $9.3M |
| Q3 2026 | $231K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $231K | 6.4K | — | — |
| Q3 2026 | $9.3M | 311.1K | — | — |
| Q2 2026 | $367K | 10.9K | — | — |
| Q2 2026 | $14.8M | 502.7K | — | — |
| Q1 2026 | $322K | 11.1K | — | — |
| Q1 2026 | $18.3M | 712.7K | — | — |
| Q4 2025 | $359K | 11.0K | — | — |
| Q4 2025 | $7.4M | 273.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B