Back to SCHW-PJ
CALEDONIA INVESTMENTS PLC → SCHW-PJ
CALEDONIA INVESTMENTS PLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$65.6M
Q3 2026
Peak value
$65.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $58.3M |
| Q4 2025 | $61.1M |
| Q1 2026 | $57.4M |
| Q2 2026 | $61.9M |
| Q3 2026 | $65.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $65.6M | 671.0K | — | — |
| Q2 2026 | $61.9M | 671.0K | — | — |
| Q1 2026 | $57.4M | 611.0K | — | — |
| Q4 2025 | $61.1M | 611.0K | — | — |
| Q3 2025 | $58.3M | 611.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B