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Team Financial Group, LLC → SCHW-PJ
Team Financial Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
29
Latest value
$1.3M
Q3 2026
Peak value
$21.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $27K |
| Q4 2025 | $15.7M |
| Q4 2025 | $11K |
| Q4 2025 | $40K |
| Q4 2025 | $9K |
| Q4 2025 | $81K |
| Q4 2025 | $2K |
| Q4 2025 | $929K |
| Q1 2026 | $26K |
| Q1 2026 | $15.1M |
| Q1 2026 | $11K |
| Q1 2026 | $137K |
| Q1 2026 | $44K |
| Q1 2026 | $9K |
| Q1 2026 | $83K |
| Q1 2026 | $2K |
| Q1 2026 | $1.6M |
| Q2 2026 | $18.9M |
| Q2 2026 | $316K |
| Q2 2026 | $1.6M |
| Q3 2026 | $30K |
| Q3 2026 | $21.6M |
| Q3 2026 | $12K |
| Q3 2026 | $410K |
| Q3 2026 | $48K |
| Q3 2026 | $10K |
| Q3 2026 | $95K |
| Q3 2026 | $27K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 52.8K | — | — |
| Q3 2026 | $27K | 1.2K | — | — |
| Q3 2026 | $95K | 3.0K | — | — |
| Q3 2026 | $10K | 290 | — | — |
| Q3 2026 | $48K | 900 | — | — |
| Q3 2026 | $410K | 17.0K | — | — |
| Q3 2026 | $12K | 381 | — | — |
| Q3 2026 | $21.6M | 600.0K | — | — |
| Q3 2026 | $30K | 1.0K | — | — |
| Q2 2026 | $1.6M | 65.3K | — | — |
| Q2 2026 | $316K | 12.8K | — | — |
| Q2 2026 | $18.9M | 557.5K | — | — |
| Q1 2026 | $1.6M | 64.8K | — | — |
| Q1 2026 | $2K | 74 | — | — |
| Q1 2026 | $83K | 3.0K | — | — |
| Q1 2026 | $9K | 288 | — | — |
| Q1 2026 | $44K | 895 | — | — |
| Q1 2026 | $137K | 5.5K | — | — |
| Q1 2026 | $11K | 379 | — | — |
| Q1 2026 | $15.1M | 516.8K | — | — |
| Q1 2026 | $26K | 999 | — | — |
| Q4 2025 | $929K | 38.1K | — | — |
| Q4 2025 | $2K | 73 | — | — |
| Q4 2025 | $81K | 3.0K | — | — |
| Q4 2025 | $9K | 287 | — | — |
| Q4 2025 | $40K | 895 | — | — |
| Q4 2025 | $11K | 378 | — | — |
| Q4 2025 | $15.7M | 482.5K | — | — |
| Q4 2025 | $27K | 996 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
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