Back to SCHW-PJ
Sunesis Advisors, LLC → SCHW-PJ
Sunesis Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
9
Latest value
$463K
Q3 2026
Peak value
$952K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $424K |
| Q3 2025 | $819K |
| Q4 2025 | $416K |
| Q4 2025 | $823K |
| Q1 2026 | $418K |
| Q1 2026 | $921K |
| Q2 2026 | $460K |
| Q2 2026 | $952K |
| Q3 2026 | $463K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $463K | 12.7K | — | — |
| Q2 2026 | $952K | 30.0K | — | — |
| Q2 2026 | $460K | 12.7K | — | — |
| Q1 2026 | $921K | 30.0K | — | — |
| Q1 2026 | $418K | 12.7K | — | — |
| Q4 2025 | $823K | 30.0K | — | — |
| Q4 2025 | $416K | 12.7K | — | — |
| Q3 2025 | $819K | 30.0K | — | — |
| Q3 2025 | $424K | 12.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B