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Virginia Estate & Retirement Planning Advisors Inc. → SCHW-PJ
Virginia Estate & Retirement Planning Advisors Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
7
Latest value
$3.3M
Q3 2026
Peak value
$10.9M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $1K |
| Q2 2026 | $10.9M |
| Q2 2026 | $2.8M |
| Q2 2026 | $404K |
| Q2 2026 | $8.7M |
| Q2 2026 | $467K |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 101.5K | — | — |
| Q2 2026 | $467K | 467.2K | — | — |
| Q2 2026 | $8.7M | 8.71M | — | — |
| Q2 2026 | $404K | 404.3K | — | — |
| Q2 2026 | $2.8M | 89.5K | — | — |
| Q2 2026 | $10.9M | 10.53M | — | — |
| Q1 2026 | $1K | 41 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B