Back to SCHW-PJ
VICTORY FINANCIAL GROUP, LLC → SCHW-PJ
VICTORY FINANCIAL GROUP, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
31
Latest value
$2.1M
Q3 2026
Peak value
$52.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $610K |
| Q3 2025 | $540K |
| Q3 2025 | $52.8M |
| Q3 2025 | $1.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $899K |
| Q4 2025 | $415K |
| Q4 2025 | $251K |
| Q4 2025 | $565K |
| Q4 2025 | $46.6M |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $725K |
| Q1 2026 | $366K |
| Q1 2026 | $854K |
| Q1 2026 | $46.8M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $806K |
| Q2 2026 | $628K |
| Q2 2026 | $724K |
| Q2 2026 | $48M |
| Q2 2026 | $2.5M |
| Q3 2026 | $509K |
| Q3 2026 | $1.2M |
| Q3 2026 | $4.7M |
| Q3 2026 | $634K |
| Q3 2026 | $722K |
| Q3 2026 | $50.8M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 77.2K | — | — |
| Q3 2026 | $50.8M | 1.56M | — | — |
| Q3 2026 | $722K | 13.4K | — | — |
| Q3 2026 | $634K | 19.4K | — | — |
| Q3 2026 | $4.7M | 130.4K | — | — |
| Q3 2026 | $1.2M | 41.5K | — | — |
| Q3 2026 | $509K | 5.2K | — | — |
| Q2 2026 | $2.5M | 91.6K | — | — |
| Q2 2026 | $48M | 1.51M | — | — |
| Q2 2026 | $724K | 13.7K | — | — |
| Q2 2026 | $628K | 17.4K | — | — |
| Q2 2026 | $806K | 23.8K | — | — |
| Q2 2026 | $1.2M | 41.6K | — | — |
| Q1 2026 | $1.3M | 54.3K | — | — |
| Q1 2026 | $46.8M | 1.53M | — | — |
| Q1 2026 | $854K | 17.4K | — | — |
| Q1 2026 | $366K | 12.6K | — | — |
| Q1 2026 | $725K | 24.9K | — | — |
| Q1 2026 | $1.1M | 41.0K | — | — |
| Q4 2025 | $1.1M | 47.3K | — | — |
| Q4 2025 | $46.6M | 1.70M | — | — |
| Q4 2025 | $565K | 12.5K | — | — |
| Q4 2025 | $251K | 7.7K | — | — |
| Q4 2025 | $415K | 14.6K | — | — |
| Q4 2025 | $899K | 27.6K | — | — |
| Q4 2025 | $1.1M | 40.1K | — | — |
| Q3 2025 | $1.1M | 47.9K | — | — |
| Q3 2025 | $52.8M | 1.93M | — | — |
| Q3 2025 | $540K | 12.6K | — | — |
| Q3 2025 | $610K | 19.1K | — | — |
| Q3 2025 | $1M | 39.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B