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B&D White Capital Company, LLC → SCHW-PJ
B&D White Capital Company, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$30.2M
Q3 2026
Peak value
$30.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $29.3M |
| Q1 2026 | $8.4M |
| Q2 2026 | $14.1M |
| Q2 2026 | $2.1M |
| Q2 2026 | $9.4M |
| Q3 2026 | $19.2M |
| Q3 2026 | $2M |
| Q3 2026 | $30.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.2M | 927.4K | — | — |
| Q3 2026 | $2M | 59.0K | — | — |
| Q3 2026 | $19.2M | 535.4K | — | — |
| Q2 2026 | $9.4M | 296.3K | — | — |
| Q2 2026 | $2.1M | 59.0K | — | — |
| Q2 2026 | $14.1M | 415.5K | — | — |
| Q1 2026 | $8.4M | 288.8K | — | — |
| Q4 2025 | $29.3M | 898.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B