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Summit Place Financial Advisors, LLC → SCHW-PJ
Summit Place Financial Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$2.1M
Q3 2026
Peak value
$4.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $4.1M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1M |
| Q1 2026 | $3.9M |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.2M |
| Q2 2026 | $4.6M |
| Q2 2026 | $2M |
| Q3 2026 | $1.7M |
| Q3 2026 | $4.7M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 63.6K | — | — |
| Q3 2026 | $4.7M | 156.2K | — | — |
| Q3 2026 | $1.7M | 59.0K | — | — |
| Q2 2026 | $2M | 56.3K | — | — |
| Q2 2026 | $4.6M | 156.6K | — | — |
| Q2 2026 | $1.2M | 41.6K | — | — |
| Q1 2026 | $1.7M | 56.8K | — | — |
| Q1 2026 | $3.9M | 153.5K | — | — |
| Q1 2026 | $1M | 41.6K | — | — |
| Q4 2025 | $1.5M | 53.6K | — | — |
| Q4 2025 | $4.1M | 153.8K | — | — |
| Q4 2025 | $1.1M | 41.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B