Back to SCHW-PJ
Values First Advisors, Inc. → SCHW-PJ
Values First Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
9
Latest value
$271K
Q3 2026
Peak value
$6.9M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $6.9M |
| Q2 2026 | $209K |
| Q2 2026 | $11K |
| Q2 2026 | $4K |
| Q2 2026 | $6.9M |
| Q2 2026 | $209K |
| Q2 2026 | $11K |
| Q2 2026 | $4K |
| Q3 2026 | $271K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $271K | 11.4K | — | — |
| Q2 2026 | $4K | 176 | — | — |
| Q2 2026 | $11K | 445 | — | — |
| Q2 2026 | $209K | 8.7K | — | — |
| Q2 2026 | $6.9M | 287.4K | — | — |
| Q2 2026 | $4K | 176 | — | — |
| Q2 2026 | $11K | 445 | — | — |
| Q2 2026 | $209K | 8.7K | — | — |
| Q2 2026 | $6.9M | 17 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B