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W.G. Shaheen & Associates DBA Whitney & Co → SCHW-PJ
W.G. Shaheen & Associates DBA Whitney & Co SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$31M
Q3 2026
Peak value
$31M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.8M |
| Q4 2025 | $24.9M |
| Q1 2026 | $23.7M |
| Q2 2026 | $29M |
| Q3 2026 | $31M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $31M | 316.8K | — | — |
| Q2 2026 | $29M | 314.4K | — | — |
| Q1 2026 | $23.7M | 252.2K | — | — |
| Q4 2025 | $24.9M | 249.0K | — | — |
| Q3 2025 | $22.8M | 238.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B