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SYM FINANCIAL Corp SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
52
Latest value
$4.2M
Q3 2026
Peak value
$34.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $320K |
| Q3 2025 | $26.4M |
| Q3 2025 | $212K |
| Q3 2025 | $720K |
| Q3 2025 | $128K |
| Q3 2025 | $525K |
| Q3 2025 | $39K |
| Q3 2025 | $76K |
| Q3 2025 | $1.3M |
| Q3 2025 | $3.8M |
| Q4 2025 | $334K |
| Q4 2025 | $31.3M |
| Q4 2025 | $216K |
| Q4 2025 | $722K |
| Q4 2025 | $115K |
| Q4 2025 | $562K |
| Q4 2025 | $38K |
| Q4 2025 | $79K |
| Q4 2025 | $1.2M |
| Q4 2025 | $3.9M |
| Q1 2026 | $343K |
| Q1 2026 | $29.9M |
| Q1 2026 | $206K |
| Q1 2026 | $644K |
| Q1 2026 | $114K |
| Q1 2026 | $516K |
| Q1 2026 | $41K |
| Q1 2026 | $80K |
| Q1 2026 | $1.2M |
| Q1 2026 | $4.3M |
| Q2 2026 | $341K |
| Q2 2026 | $34.4M |
| Q2 2026 | $218K |
| Q2 2026 | $749K |
| Q2 2026 | $136K |
| Q2 2026 | $568K |
| Q2 2026 | $42K |
| Q2 2026 | $4K |
| Q2 2026 | $90K |
| Q2 2026 | $1.3M |
| Q2 2026 | $4.4M |
| Q2 2026 | $504 |
| Q3 2026 | $395K |
| Q3 2026 | $34.8M |
| Q3 2026 | $204K |
| Q3 2026 | $795K |
| Q3 2026 | $125K |
| Q3 2026 | $552K |
| Q3 2026 | $45K |
| Q3 2026 | $91K |
| Q3 2026 | $1.3M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 177.3K | — | — |
| Q3 2026 | $1.3M | 39.3K | — | — |
| Q3 2026 | $91K | 2.9K | — | — |
| Q3 2026 | $45K | 1.1K | — | — |
| Q3 2026 | $552K | 15.1K | — | — |
| Q3 2026 | $125K | 3.7K | — | — |
| Q3 2026 | $795K | 22.1K | — | — |
| Q3 2026 | $204K | 6.8K | — | — |
| Q3 2026 | $34.8M | 1.19M | — | — |
| Q3 2026 | $395K | 4.0K | — | — |
| Q2 2026 | $504 | 19 | — | — |
| Q2 2026 | $4.4M | 176.4K | — | — |
| Q2 2026 | $1.3M | 40.8K | — | — |
| Q2 2026 | $90K | 2.9K | — | — |
| Q2 2026 | $4K | 80 | — | — |
| Q2 2026 | $42K | 1.1K | — | — |
| Q2 2026 | $568K | 15.7K | — | — |
| Q2 2026 | $136K | 3.7K | — | — |
| Q2 2026 | $749K | 22.1K | — | — |
| Q2 2026 | $218K | 7.4K | — | — |
| Q2 2026 | $34.4M | 1.19M | — | — |
| Q2 2026 | $341K | 3.7K | — | — |
| Q1 2026 | $4.3M | 173.1K | — | — |
| Q1 2026 | $1.2M | 40.3K | — | — |
| Q1 2026 | $80K | 2.9K | — | — |
| Q1 2026 | $41K | 1.1K | — | — |
| Q1 2026 | $516K | 15.7K | — | — |
| Q1 2026 | $114K | 3.7K | — | — |
| Q1 2026 | $644K | 22.1K | — | — |
| Q1 2026 | $206K | 8.0K | — | — |
| Q1 2026 | $29.9M | 1.19M | — | — |
| Q1 2026 | $343K | 3.6K | — | — |
| Q4 2025 | $3.9M | 153.9K | — | — |
| Q4 2025 | $1.2M | 43.2K | — | — |
| Q4 2025 | $79K | 2.9K | — | — |
| Q4 2025 | $38K | 1.1K | — | — |
| Q4 2025 | $562K | 17.2K | — | — |
| Q4 2025 | $115K | 3.8K | — | — |
| Q4 2025 | $722K | 22.1K | — | — |
| Q4 2025 | $216K | 8.0K | — | — |
| Q4 2025 | $31.3M | 1.19M | — | — |
| Q4 2025 | $334K | 3.3K | — | — |
| Q3 2025 | $3.8M | 152.7K | — | — |
| Q3 2025 | $1.3M | 45.9K | — | — |
| Q3 2025 | $76K | 2.9K | — | — |
| Q3 2025 | $39K | 1.1K | — | — |
| Q3 2025 | $525K | 15.7K | — | — |
| Q3 2025 | $128K | 4.3K | — | — |
| Q3 2025 | $720K | 22.6K | — | — |
| Q3 2025 | $212K | 8.0K | — | — |
| Q3 2025 | $26.4M | 1.03M | — | — |
| Q3 2025 | $320K | 3.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B