Back to SCHW-PJ
SUMMIT WEALTH GROUP LLC / CO → SCHW-PJ
SUMMIT WEALTH GROUP LLC / CO SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
22
Latest value
$2.4M
Q3 2026
Peak value
$19.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $478K |
| Q4 2025 | $1.3M |
| Q4 2025 | $599K |
| Q4 2025 | $546K |
| Q4 2025 | $19.1M |
| Q1 2026 | $502K |
| Q1 2026 | $1.5M |
| Q1 2026 | $583K |
| Q1 2026 | $559K |
| Q1 2026 | $16.1M |
| Q2 2026 | $581K |
| Q2 2026 | $1.8M |
| Q2 2026 | $753K |
| Q2 2026 | $624K |
| Q2 2026 | $15.4M |
| Q3 2026 | $589K |
| Q3 2026 | $1.9M |
| Q3 2026 | $657K |
| Q3 2026 | $631K |
| Q3 2026 | $14M |
| Q3 2026 | $207K |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 48.3K | — | — |
| Q3 2026 | $207K | 7.5K | — | — |
| Q3 2026 | $14M | 430.4K | — | — |
| Q3 2026 | $631K | 20.1K | — | — |
| Q3 2026 | $657K | 19.7K | — | — |
| Q3 2026 | $1.9M | 52.0K | — | — |
| Q3 2026 | $589K | 20.1K | — | — |
| Q2 2026 | $15.4M | 485.8K | — | — |
| Q2 2026 | $624K | 20.1K | — | — |
| Q2 2026 | $753K | 21.6K | — | — |
| Q2 2026 | $1.8M | 53.2K | — | — |
| Q2 2026 | $581K | 20.1K | — | — |
| Q1 2026 | $16.1M | 526.3K | — | — |
| Q1 2026 | $559K | 20.1K | — | — |
| Q1 2026 | $583K | 19.1K | — | — |
| Q1 2026 | $1.5M | 51.2K | — | — |
| Q1 2026 | $502K | 20.0K | — | — |
| Q4 2025 | $19.1M | 695.7K | — | — |
| Q4 2025 | $546K | 20.1K | — | — |
| Q4 2025 | $599K | 20.2K | — | — |
| Q4 2025 | $1.3M | 41.2K | — | — |
| Q3 2025 | $478K | 2.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B