Back to SCHW-PJ
BLUE SQUARE ASSET MANAGEMENT, LLC → SCHW-PJ
BLUE SQUARE ASSET MANAGEMENT, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$10M
Q3 2026
Peak value
$11.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.2M |
| Q4 2025 | $6.9M |
| Q1 2026 | $9.5M |
| Q1 2026 | $8.4M |
| Q2 2026 | $11.5M |
| Q2 2026 | $9.6M |
| Q3 2026 | $10.8M |
| Q3 2026 | $10M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10M | 362.8K | — | — |
| Q3 2026 | $10.8M | 316.4K | — | — |
| Q2 2026 | $9.6M | 347.5K | — | — |
| Q2 2026 | $11.5M | 312.3K | — | — |
| Q1 2026 | $8.4M | 340.5K | — | — |
| Q1 2026 | $9.5M | 307.6K | — | — |
| Q4 2025 | $6.9M | 288.8K | — | — |
| Q4 2025 | $9.2M | 306.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B