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Cedar Point Capital Partners, LLC → SCHW-PJ
Cedar Point Capital Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$13.3M
Q3 2026
Peak value
$13.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q4 2025 | $11.1M |
| Q1 2026 | $2M |
| Q1 2026 | $11.4M |
| Q2 2026 | $212K |
| Q2 2026 | $2.4M |
| Q2 2026 | $13.2M |
| Q3 2026 | $233K |
| Q3 2026 | $2.3M |
| Q3 2026 | $13.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.3M | 422.5K | — | — |
| Q3 2026 | $2.3M | 64.3K | — | — |
| Q3 2026 | $233K | 5.6K | — | — |
| Q2 2026 | $13.2M | 423.0K | — | — |
| Q2 2026 | $2.4M | 63.1K | — | — |
| Q2 2026 | $212K | 5.3K | — | — |
| Q1 2026 | $11.4M | 411.1K | — | — |
| Q1 2026 | $2M | 60.5K | — | — |
| Q4 2025 | $11.1M | 406.5K | — | — |
| Q4 2025 | $1.8M | 55.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B