Back to SCHW-PJ
CAP Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
43
Latest value
$261K
Q3 2026
Peak value
$13.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $215K |
| Q3 2025 | $982K |
| Q3 2025 | $10.3M |
| Q3 2025 | $849K |
| Q3 2025 | $618K |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.9M |
| Q3 2025 | $3.1M |
| Q3 2025 | $3.7M |
| Q3 2025 | $251K |
| Q4 2025 | $225K |
| Q4 2025 | $978K |
| Q4 2025 | $10.6M |
| Q4 2025 | $861K |
| Q4 2025 | $612K |
| Q4 2025 | $2M |
| Q4 2025 | $3.1M |
| Q4 2025 | $4M |
| Q4 2025 | $244K |
| Q1 2026 | $935K |
| Q1 2026 | $10.7M |
| Q1 2026 | $887K |
| Q1 2026 | $571K |
| Q1 2026 | $2.2M |
| Q1 2026 | $3.5M |
| Q1 2026 | $4.5M |
| Q1 2026 | $252K |
| Q2 2026 | $1.1M |
| Q2 2026 | $12.8M |
| Q2 2026 | $1M |
| Q2 2026 | $674K |
| Q2 2026 | $2.1M |
| Q2 2026 | $3.6M |
| Q2 2026 | $5.1M |
| Q2 2026 | $279K |
| Q3 2026 | $1.1M |
| Q3 2026 | $13.2M |
| Q3 2026 | $995K |
| Q3 2026 | $579K |
| Q3 2026 | $2M |
| Q3 2026 | $3.9M |
| Q3 2026 | $5M |
| Q3 2026 | $261K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $261K | 11.8K | — | — |
| Q3 2026 | $5M | 180.3K | — | — |
| Q3 2026 | $3.9M | 118.7K | — | — |
| Q3 2026 | $2M | 56.1K | — | — |
| Q3 2026 | $579K | 17.7K | — | — |
| Q3 2026 | $995K | 29.2K | — | — |
| Q3 2026 | $13.2M | 441.4K | — | — |
| Q3 2026 | $1.1M | 37.0K | — | — |
| Q2 2026 | $279K | 11.8K | — | — |
| Q2 2026 | $5.1M | 182.9K | — | — |
| Q2 2026 | $3.6M | 113.6K | — | — |
| Q2 2026 | $2.1M | 56.6K | — | — |
| Q2 2026 | $674K | 18.7K | — | — |
| Q2 2026 | $1M | 28.4K | — | — |
| Q2 2026 | $12.8M | 435.4K | — | — |
| Q2 2026 | $1.1M | 36.9K | — | — |
| Q1 2026 | $252K | 11.7K | — | — |
| Q1 2026 | $4.5M | 182.5K | — | — |
| Q1 2026 | $3.5M | 113.6K | — | — |
| Q1 2026 | $2.2M | 67.4K | — | — |
| Q1 2026 | $571K | 19.6K | — | — |
| Q1 2026 | $887K | 28.6K | — | — |
| Q1 2026 | $10.7M | 417.0K | — | — |
| Q1 2026 | $935K | 37.3K | — | — |
| Q4 2025 | $244K | 11.7K | — | — |
| Q4 2025 | $4M | 164.6K | — | — |
| Q4 2025 | $3.1M | 112.0K | — | — |
| Q4 2025 | $2M | 60.7K | — | — |
| Q4 2025 | $612K | 21.5K | — | — |
| Q4 2025 | $861K | 28.6K | — | — |
| Q4 2025 | $10.6M | 393.6K | — | — |
| Q4 2025 | $978K | 37.3K | — | — |
| Q4 2025 | $225K | 2.3K | — | — |
| Q3 2025 | $251K | 11.6K | — | — |
| Q3 2025 | $3.7M | 159.9K | — | — |
| Q3 2025 | $3.1M | 114.7K | — | — |
| Q3 2025 | $1.9M | 56.3K | — | — |
| Q3 2025 | $1.1M | 40.1K | — | — |
| Q3 2025 | $618K | 22.1K | — | — |
| Q3 2025 | $849K | 28.6K | — | — |
| Q3 2025 | $10.3M | 390.1K | — | — |
| Q3 2025 | $982K | 38.2K | — | — |
| Q3 2025 | $215K | 2.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B