Back to SCHW-PJ
Sunburst Financial Group, LLC → SCHW-PJ
Sunburst Financial Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
42
Latest value
$1.5M
Q3 2026
Peak value
$67.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $53.7M |
| Q3 2025 | $1.2M |
| Q3 2025 | $2.1M |
| Q3 2025 | $2.8M |
| Q3 2025 | $1.2M |
| Q3 2025 | $12.8M |
| Q3 2025 | $1.3M |
| Q4 2025 | $55.8M |
| Q4 2025 | $1.2M |
| Q4 2025 | $2.1M |
| Q4 2025 | $2.7M |
| Q4 2025 | $1.2M |
| Q4 2025 | $12.4M |
| Q4 2025 | $1.4M |
| Q1 2026 | $54.6M |
| Q1 2026 | $54.6M |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.8M |
| Q1 2026 | $2.8M |
| Q1 2026 | $2.8M |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $13.3M |
| Q1 2026 | $13.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.4M |
| Q2 2026 | $65.6M |
| Q2 2026 | $1.2M |
| Q2 2026 | $2.1M |
| Q2 2026 | $3.5M |
| Q2 2026 | $1.2M |
| Q2 2026 | $13.6M |
| Q2 2026 | $1.5M |
| Q3 2026 | $67.4M |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.9M |
| Q3 2026 | $3.1M |
| Q3 2026 | $1.2M |
| Q3 2026 | $13.8M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 54.0K | — | — |
| Q3 2026 | $13.8M | 423.0K | — | — |
| Q3 2026 | $1.2M | 32.5K | — | — |
| Q3 2026 | $3.1M | 95.2K | — | — |
| Q3 2026 | $1.9M | 57.2K | — | — |
| Q3 2026 | $1.3M | 36.3K | — | — |
| Q3 2026 | $67.4M | 2.30M | — | — |
| Q2 2026 | $1.5M | 54.1K | — | — |
| Q2 2026 | $13.6M | 428.4K | — | — |
| Q2 2026 | $1.2M | 32.5K | — | — |
| Q2 2026 | $3.5M | 95.9K | — | — |
| Q2 2026 | $2.1M | 56.9K | — | — |
| Q2 2026 | $1.2M | 36.3K | — | — |
| Q2 2026 | $65.6M | 2.27M | — | — |
| Q1 2026 | $1.4M | 54.6K | — | — |
| Q1 2026 | $1.4M | 54.6K | — | — |
| Q1 2026 | $13.3M | 433.2K | — | — |
| Q1 2026 | $13.3M | 433.2K | — | — |
| Q1 2026 | $1.1M | 33.0K | — | — |
| Q1 2026 | $1.1M | 33.0K | — | — |
| Q1 2026 | $2.8M | 96.1K | — | — |
| Q1 2026 | $2.8M | 96.1K | — | — |
| Q1 2026 | $1.8M | 57.6K | — | — |
| Q1 2026 | $1.8M | 57.6K | — | — |
| Q1 2026 | $1.1M | 36.9K | — | — |
| Q1 2026 | $1.1M | 36.9K | — | — |
| Q1 2026 | $54.6M | 2.17M | — | — |
| Q1 2026 | $54.6M | 2.17M | — | — |
| Q4 2025 | $1.4M | 56.4K | — | — |
| Q4 2025 | $12.4M | 451.2K | — | — |
| Q4 2025 | $1.2M | 36.5K | — | — |
| Q4 2025 | $2.7M | 96.5K | — | — |
| Q4 2025 | $2.1M | 69.5K | — | — |
| Q4 2025 | $1.2M | 36.3K | — | — |
| Q4 2025 | $55.8M | 2.13M | — | — |
| Q3 2025 | $1.3M | 56.9K | — | — |
| Q3 2025 | $12.8M | 468.5K | — | — |
| Q3 2025 | $1.2M | 37.3K | — | — |
| Q3 2025 | $2.8M | 98.7K | — | — |
| Q3 2025 | $2.1M | 69.4K | — | — |
| Q3 2025 | $1.2M | 36.4K | — | — |
| Q3 2025 | $53.7M | 2.09M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B