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WestHill Financial Advisors, Inc. → SCHW-PJ
WestHill Financial Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$32.9M
Q3 2026
Peak value
$32.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $307K |
| Q4 2025 | $767K |
| Q4 2025 | $28.6M |
| Q1 2026 | $252K |
| Q1 2026 | $715K |
| Q1 2026 | $30.8M |
| Q2 2026 | $208K |
| Q2 2026 | $821K |
| Q2 2026 | $31.8M |
| Q3 2026 | $201K |
| Q3 2026 | $837K |
| Q3 2026 | $32.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.9M | 1.39M | — | — |
| Q3 2026 | $837K | 27.9K | — | — |
| Q3 2026 | $201K | 2.1K | — | — |
| Q2 2026 | $31.8M | 1.29M | — | — |
| Q2 2026 | $821K | 27.9K | — | — |
| Q2 2026 | $208K | 2.3K | — | — |
| Q1 2026 | $30.8M | 1.23M | — | — |
| Q1 2026 | $715K | 27.9K | — | — |
| Q1 2026 | $252K | 2.7K | — | — |
| Q4 2025 | $28.6M | 1.14M | — | — |
| Q4 2025 | $767K | 28.5K | — | — |
| Q4 2025 | $307K | 3.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B