Back to SCHW-PJ
Capital CS Group, LLC → SCHW-PJ
Capital CS Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
6
Latest value
$2.5M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $122K |
| Q3 2025 | $3.2M |
| Q4 2025 | $3.4M |
| Q1 2026 | $686K |
| Q2 2026 | $2.9M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 69.4K | — | — |
| Q2 2026 | $2.9M | 86.2K | — | — |
| Q1 2026 | $686K | 23.5K | — | — |
| Q4 2025 | $3.4M | 104.3K | — | — |
| Q3 2025 | $3.2M | 100.3K | — | — |
| Q3 2025 | $122K | 36.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B