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Ackerman Capital Advisors, LLC → SCHW-PJ
Ackerman Capital Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
24
Latest value
$345K
Q3 2026
Peak value
$23.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $20.1M |
| Q4 2025 | $7.8M |
| Q4 2025 | $6.7M |
| Q4 2025 | $1.6M |
| Q4 2025 | $7.4M |
| Q4 2025 | $301K |
| Q1 2026 | $18.8M |
| Q1 2026 | $8.1M |
| Q1 2026 | $6.5M |
| Q1 2026 | $1.7M |
| Q1 2026 | $8.6M |
| Q1 2026 | $305K |
| Q2 2026 | $22M |
| Q2 2026 | $9.3M |
| Q2 2026 | $7.1M |
| Q2 2026 | $1.7M |
| Q2 2026 | $9.2M |
| Q2 2026 | $341K |
| Q3 2026 | $23.5M |
| Q3 2026 | $9.2M |
| Q3 2026 | $7.2M |
| Q3 2026 | $1.8M |
| Q3 2026 | $9M |
| Q3 2026 | $345K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $345K | 11.0K | — | — |
| Q3 2026 | $9M | 167.7K | — | — |
| Q3 2026 | $1.8M | 44.1K | — | — |
| Q3 2026 | $7.2M | 196.8K | — | — |
| Q3 2026 | $9.2M | 274.9K | — | — |
| Q3 2026 | $23.5M | 653.8K | — | — |
| Q2 2026 | $341K | 11.0K | — | — |
| Q2 2026 | $9.2M | 174.4K | — | — |
| Q2 2026 | $1.7M | 44.1K | — | — |
| Q2 2026 | $7.1M | 196.8K | — | — |
| Q2 2026 | $9.3M | 267.6K | — | — |
| Q2 2026 | $22M | 649.1K | — | — |
| Q1 2026 | $305K | 11.0K | — | — |
| Q1 2026 | $8.6M | 175.0K | — | — |
| Q1 2026 | $1.7M | 44.1K | — | — |
| Q1 2026 | $6.5M | 196.5K | — | — |
| Q1 2026 | $8.1M | 266.5K | — | — |
| Q1 2026 | $18.8M | 644.2K | — | — |
| Q4 2025 | $301K | 11.1K | — | — |
| Q4 2025 | $7.4M | 164.1K | — | — |
| Q4 2025 | $1.6M | 44.5K | — | — |
| Q4 2025 | $6.7M | 205.5K | — | — |
| Q4 2025 | $7.8M | 263.7K | — | — |
| Q4 2025 | $20.1M | 617.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B