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Appalachian Capital Management Ltd → SCHW-PJ
Appalachian Capital Management Ltd SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$566K
Q3 2026
Peak value
$46.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $40.8M |
| Q4 2025 | $223K |
| Q4 2025 | $8.2M |
| Q4 2025 | $622K |
| Q1 2026 | $39.5M |
| Q1 2026 | $228K |
| Q1 2026 | $9.6M |
| Q1 2026 | $590K |
| Q2 2026 | $45.7M |
| Q2 2026 | $271K |
| Q2 2026 | $10.1M |
| Q2 2026 | $589K |
| Q3 2026 | $46.2M |
| Q3 2026 | $246K |
| Q3 2026 | $10.5M |
| Q3 2026 | $566K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $566K | 25.6K | — | — |
| Q3 2026 | $10.5M | 321.3K | — | — |
| Q3 2026 | $246K | 7.5K | — | — |
| Q3 2026 | $46.2M | 1.58M | — | — |
| Q2 2026 | $589K | 25.4K | — | — |
| Q2 2026 | $10.1M | 319.7K | — | — |
| Q2 2026 | $271K | 7.5K | — | — |
| Q2 2026 | $45.7M | 1.58M | — | — |
| Q1 2026 | $590K | 25.4K | — | — |
| Q1 2026 | $9.6M | 311.6K | — | — |
| Q1 2026 | $228K | 7.8K | — | — |
| Q1 2026 | $39.5M | 1.57M | — | — |
| Q4 2025 | $622K | 26.6K | — | — |
| Q4 2025 | $8.2M | 299.4K | — | — |
| Q4 2025 | $223K | 7.8K | — | — |
| Q4 2025 | $40.8M | 1.56M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B