Back to SCHW-PJ
Summit Financial Strategies, Inc. → SCHW-PJ
Summit Financial Strategies, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
52
Latest value
$3M
Q3 2026
Peak value
$91.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $91.1M |
| Q3 2025 | $4.2M |
| Q3 2025 | $857K |
| Q3 2025 | $51.1M |
| Q3 2025 | $27.9M |
| Q3 2025 | $445K |
| Q3 2025 | $6.2M |
| Q3 2025 | $10.9M |
| Q3 2025 | $493K |
| Q3 2025 | $3M |
| Q3 2025 | $367K |
| Q4 2025 | $83.5M |
| Q4 2025 | $4.3M |
| Q4 2025 | $862K |
| Q4 2025 | $47.2M |
| Q4 2025 | $26M |
| Q4 2025 | $429K |
| Q4 2025 | $5.4M |
| Q4 2025 | $9.7M |
| Q4 2025 | $278K |
| Q4 2025 | $3M |
| Q4 2025 | $301K |
| Q1 2026 | $67.1M |
| Q1 2026 | $4.1M |
| Q1 2026 | $769K |
| Q1 2026 | $39.7M |
| Q1 2026 | $21.5M |
| Q1 2026 | $793K |
| Q1 2026 | $4.9M |
| Q1 2026 | $7.6M |
| Q1 2026 | $375K |
| Q1 2026 | $3.2M |
| Q1 2026 | $621K |
| Q2 2026 | $67.4M |
| Q2 2026 | $4.7M |
| Q2 2026 | $780K |
| Q2 2026 | $41.7M |
| Q2 2026 | $22.9M |
| Q2 2026 | $429K |
| Q2 2026 | $4.7M |
| Q2 2026 | $6.5M |
| Q2 2026 | $213K |
| Q2 2026 | $3.2M |
| Q3 2026 | $53.2M |
| Q3 2026 | $4.8M |
| Q3 2026 | $829K |
| Q3 2026 | $28.7M |
| Q3 2026 | $14.9M |
| Q3 2026 | $334K |
| Q3 2026 | $3.9M |
| Q3 2026 | $3M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 117.4K | — | — |
| Q3 2026 | $3M | 136.3K | — | — |
| Q3 2026 | $3.9M | 142.8K | — | — |
| Q3 2026 | $334K | 9.2K | — | — |
| Q3 2026 | $14.9M | 457.4K | — | — |
| Q3 2026 | $28.7M | 844.4K | — | — |
| Q3 2026 | $829K | 23.1K | — | — |
| Q3 2026 | $4.8M | 158.7K | — | — |
| Q3 2026 | $53.2M | 1.81M | — | — |
| Q2 2026 | $3.2M | 120.5K | — | — |
| Q2 2026 | $213K | 9.0K | — | — |
| Q2 2026 | $6.5M | 279.3K | — | — |
| Q2 2026 | $4.7M | 169.9K | — | — |
| Q2 2026 | $429K | 11.8K | — | — |
| Q2 2026 | $22.9M | 635.0K | — | — |
| Q2 2026 | $41.7M | 1.13M | — | — |
| Q2 2026 | $780K | 23.1K | — | — |
| Q2 2026 | $4.7M | 160.3K | — | — |
| Q2 2026 | $67.4M | 2.33M | — | — |
| Q1 2026 | $621K | 13.3K | — | — |
| Q1 2026 | $3.2M | 119.4K | — | — |
| Q1 2026 | $375K | 17.4K | — | — |
| Q1 2026 | $7.6M | 328.7K | — | — |
| Q1 2026 | $4.9M | 199.2K | — | — |
| Q1 2026 | $793K | 24.1K | — | — |
| Q1 2026 | $21.5M | 740.8K | — | — |
| Q1 2026 | $39.7M | 1.28M | — | — |
| Q1 2026 | $769K | 26.4K | — | — |
| Q1 2026 | $4.1M | 158.5K | — | — |
| Q1 2026 | $67.1M | 2.67M | — | — |
| Q4 2025 | $301K | 6.6K | — | — |
| Q4 2025 | $3M | 115.1K | — | — |
| Q4 2025 | $278K | 13.3K | — | — |
| Q4 2025 | $9.7M | 414.4K | — | — |
| Q4 2025 | $5.4M | 224.7K | — | — |
| Q4 2025 | $429K | 13.1K | — | — |
| Q4 2025 | $26M | 912.8K | — | — |
| Q4 2025 | $47.2M | 1.57M | — | — |
| Q4 2025 | $862K | 26.4K | — | — |
| Q4 2025 | $4.3M | 158.2K | — | — |
| Q4 2025 | $83.5M | 3.18M | — | — |
| Q3 2025 | $367K | 8.1K | — | — |
| Q3 2025 | $3M | 109.8K | — | — |
| Q3 2025 | $493K | 22.8K | — | — |
| Q3 2025 | $10.9M | 465.3K | — | — |
| Q3 2025 | $6.2M | 268.0K | — | — |
| Q3 2025 | $445K | 13.3K | — | — |
| Q3 2025 | $27.9M | 998.8K | — | — |
| Q3 2025 | $51.1M | 1.72M | — | — |
| Q3 2025 | $857K | 26.8K | — | — |
| Q3 2025 | $4.2M | 158.2K | — | — |
| Q3 2025 | $91.1M | 3.54M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B