Back to SCHW-PJ
Vilga Financial Planning LLC → SCHW-PJ
Vilga Financial Planning LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
9
Latest value
$9.4M
Q3 2026
Peak value
$9.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $215K |
| Q4 2025 | $1.5M |
| Q4 2025 | $2.1M |
| Q1 2026 | $217K |
| Q1 2026 | $6M |
| Q2 2026 | $238K |
| Q2 2026 | $6.9M |
| Q3 2026 | $240K |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 373.3K | — | — |
| Q3 2026 | $240K | 6.6K | — | — |
| Q2 2026 | $6.9M | 258.7K | — | — |
| Q2 2026 | $238K | 6.6K | — | — |
| Q1 2026 | $6M | 225.3K | — | — |
| Q1 2026 | $217K | 6.6K | — | — |
| Q4 2025 | $2.1M | 77.5K | — | — |
| Q4 2025 | $1.5M | 61.7K | — | — |
| Q4 2025 | $215K | 6.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B