Back to SCHW-PJ
Beacon Capital Management, LLC → SCHW-PJ
Beacon Capital Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$14.2M
Q3 2026
Peak value
$14.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $744K |
| Q3 2025 | $212K |
| Q3 2025 | $466K |
| Q3 2025 | $610K |
| Q3 2025 | $702K |
| Q4 2025 | $871K |
| Q4 2025 | $552K |
| Q4 2025 | $566K |
| Q4 2025 | $626K |
| Q4 2025 | $896K |
| Q1 2026 | $833K |
| Q1 2026 | $382K |
| Q1 2026 | $582K |
| Q1 2026 | $617K |
| Q1 2026 | $2M |
| Q2 2026 | $962K |
| Q2 2026 | $238K |
| Q2 2026 | $687K |
| Q2 2026 | $621K |
| Q2 2026 | $2.2M |
| Q3 2026 | $973K |
| Q3 2026 | $302K |
| Q3 2026 | $631K |
| Q3 2026 | $609K |
| Q3 2026 | $14.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.2M | 516.0K | — | — |
| Q3 2026 | $609K | 18.7K | — | — |
| Q3 2026 | $631K | 19.3K | — | — |
| Q3 2026 | $302K | 10.1K | — | — |
| Q3 2026 | $973K | 33.2K | — | — |
| Q2 2026 | $2.2M | 80.9K | — | — |
| Q2 2026 | $621K | 19.6K | — | — |
| Q2 2026 | $687K | 19.0K | — | — |
| Q2 2026 | $238K | 8.1K | — | — |
| Q2 2026 | $962K | 33.2K | — | — |
| Q1 2026 | $2M | 82.2K | — | — |
| Q1 2026 | $617K | 20.1K | — | — |
| Q1 2026 | $582K | 20.0K | — | — |
| Q1 2026 | $382K | 14.9K | — | — |
| Q1 2026 | $833K | 33.2K | — | — |
| Q4 2025 | $896K | 37.3K | — | — |
| Q4 2025 | $626K | 22.8K | — | — |
| Q4 2025 | $566K | 19.9K | — | — |
| Q4 2025 | $552K | 20.5K | — | — |
| Q4 2025 | $871K | 33.2K | — | — |
| Q3 2025 | $702K | 30.1K | — | — |
| Q3 2025 | $610K | 22.3K | — | — |
| Q3 2025 | $466K | 16.7K | — | — |
| Q3 2025 | $212K | 8.0K | — | — |
| Q3 2025 | $744K | 28.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B