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Summit Financial Wealth Advisors, LLC → SCHW-PJ
Summit Financial Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
28
Latest value
$63.8M
Q3 2026
Peak value
$63.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $228K |
| Q4 2025 | $268K |
| Q4 2025 | $3.4M |
| Q4 2025 | $1.1M |
| Q4 2025 | $2M |
| Q4 2025 | $369K |
| Q4 2025 | $54.4M |
| Q1 2026 | $238K |
| Q1 2026 | $262K |
| Q1 2026 | $3.2M |
| Q1 2026 | $1.2M |
| Q1 2026 | $2M |
| Q1 2026 | $439K |
| Q1 2026 | $59M |
| Q2 2026 | $238K |
| Q2 2026 | $321K |
| Q2 2026 | $4.1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $2.5M |
| Q2 2026 | $486K |
| Q2 2026 | $61M |
| Q3 2026 | $270K |
| Q3 2026 | $321K |
| Q3 2026 | $4.6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $2.3M |
| Q3 2026 | $633K |
| Q3 2026 | $63.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $63.8M | 1.96M | — | — |
| Q3 2026 | $633K | 20.1K | — | — |
| Q3 2026 | $2.3M | 70.1K | — | — |
| Q3 2026 | $1.3M | 37.2K | — | — |
| Q3 2026 | $4.6M | 128.2K | — | — |
| Q3 2026 | $321K | 10.7K | — | — |
| Q3 2026 | $270K | 2.8K | — | — |
| Q2 2026 | $61M | 1.93M | — | — |
| Q2 2026 | $486K | 15.6K | — | — |
| Q2 2026 | $2.5M | 68.4K | — | — |
| Q2 2026 | $1.4M | 37.2K | — | — |
| Q2 2026 | $4.1M | 121.7K | — | — |
| Q2 2026 | $321K | 10.9K | — | — |
| Q2 2026 | $238K | 2.6K | — | — |
| Q1 2026 | $59M | 1.92M | — | — |
| Q1 2026 | $439K | 15.8K | — | — |
| Q1 2026 | $2M | 67.9K | — | — |
| Q1 2026 | $1.2M | 37.5K | — | — |
| Q1 2026 | $3.2M | 110.5K | — | — |
| Q1 2026 | $262K | 10.2K | — | — |
| Q1 2026 | $238K | 2.5K | — | — |
| Q4 2025 | $54.4M | 1.98M | — | — |
| Q4 2025 | $369K | 13.6K | — | — |
| Q4 2025 | $2M | 69.9K | — | — |
| Q4 2025 | $1.1M | 37.5K | — | — |
| Q4 2025 | $3.4M | 104.5K | — | — |
| Q4 2025 | $268K | 10.0K | — | — |
| Q4 2025 | $228K | 2.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B