Back to SCHW-PJ
Courage Miller Partners, LLC → SCHW-PJ
Courage Miller Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
61
Latest value
$8.4M
Q3 2026
Peak value
$51.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $208K |
| Q3 2025 | $47.5M |
| Q3 2025 | $9.2M |
| Q3 2025 | $8M |
| Q3 2025 | $13.7M |
| Q3 2025 | $10.5M |
| Q3 2025 | $7.2M |
| Q3 2025 | $12.9M |
| Q3 2025 | $30M |
| Q3 2025 | $388K |
| Q3 2025 | $11.1M |
| Q3 2025 | $19.5M |
| Q3 2025 | $7.9M |
| Q4 2025 | $47M |
| Q4 2025 | $8.9M |
| Q4 2025 | $8.1M |
| Q4 2025 | $13.8M |
| Q4 2025 | $10.4M |
| Q4 2025 | $6.8M |
| Q4 2025 | $13.1M |
| Q4 2025 | $30.1M |
| Q4 2025 | $385K |
| Q4 2025 | $10.9M |
| Q4 2025 | $19.4M |
| Q4 2025 | $7.7M |
| Q1 2026 | $44.5M |
| Q1 2026 | $8M |
| Q1 2026 | $8.3M |
| Q1 2026 | $14.2M |
| Q1 2026 | $10.6M |
| Q1 2026 | $6.9M |
| Q1 2026 | $14.4M |
| Q1 2026 | $30.7M |
| Q1 2026 | $382K |
| Q1 2026 | $11.2M |
| Q1 2026 | $19.9M |
| Q1 2026 | $7.9M |
| Q2 2026 | $50.9M |
| Q2 2026 | $9.3M |
| Q2 2026 | $9.3M |
| Q2 2026 | $16.8M |
| Q2 2026 | $13M |
| Q2 2026 | $7.6M |
| Q2 2026 | $14.8M |
| Q2 2026 | $34M |
| Q2 2026 | $381K |
| Q2 2026 | $12.3M |
| Q2 2026 | $20.5M |
| Q2 2026 | $8.1M |
| Q3 2026 | $51.2M |
| Q3 2026 | $9.8M |
| Q3 2026 | $9M |
| Q3 2026 | $15.5M |
| Q3 2026 | $11.7M |
| Q3 2026 | $7.6M |
| Q3 2026 | $15.2M |
| Q3 2026 | $33.7M |
| Q3 2026 | $364K |
| Q3 2026 | $11.5M |
| Q3 2026 | $20.7M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 169.1K | — | — |
| Q3 2026 | $20.7M | 867.9K | — | — |
| Q3 2026 | $11.5M | 520.5K | — | — |
| Q3 2026 | $364K | 16.5K | — | — |
| Q3 2026 | $33.7M | 1.23M | — | — |
| Q3 2026 | $15.2M | 466.9K | — | — |
| Q3 2026 | $7.6M | 209.2K | — | — |
| Q3 2026 | $11.7M | 358.7K | — | — |
| Q3 2026 | $15.5M | 457.0K | — | — |
| Q3 2026 | $9M | 269.3K | — | — |
| Q3 2026 | $9.8M | 273.0K | — | — |
| Q3 2026 | $51.2M | 1.71M | — | — |
| Q2 2026 | $8.1M | 168.4K | — | — |
| Q2 2026 | $20.5M | 850.9K | — | — |
| Q2 2026 | $12.3M | 518.7K | — | — |
| Q2 2026 | $381K | 16.5K | — | — |
| Q2 2026 | $34M | 1.23M | — | — |
| Q2 2026 | $14.8M | 468.3K | — | — |
| Q2 2026 | $7.6M | 208.4K | — | — |
| Q2 2026 | $13M | 358.5K | — | — |
| Q2 2026 | $16.8M | 455.3K | — | — |
| Q2 2026 | $9.3M | 268.3K | — | — |
| Q2 2026 | $9.3M | 276.1K | — | — |
| Q2 2026 | $50.9M | 1.73M | — | — |
| Q1 2026 | $7.9M | 169.2K | — | — |
| Q1 2026 | $19.9M | 820.0K | — | — |
| Q1 2026 | $11.2M | 522.1K | — | — |
| Q1 2026 | $382K | 16.5K | — | — |
| Q1 2026 | $30.7M | 1.24M | — | — |
| Q1 2026 | $14.4M | 469.4K | — | — |
| Q1 2026 | $6.9M | 208.6K | — | — |
| Q1 2026 | $10.6M | 364.3K | — | — |
| Q1 2026 | $14.2M | 460.1K | — | — |
| Q1 2026 | $8.3M | 271.3K | — | — |
| Q1 2026 | $8M | 275.5K | — | — |
| Q1 2026 | $44.5M | 1.74M | — | — |
| Q4 2025 | $7.7M | 169.3K | — | — |
| Q4 2025 | $19.4M | 794.6K | — | — |
| Q4 2025 | $10.9M | 521.9K | — | — |
| Q4 2025 | $385K | 16.5K | — | — |
| Q4 2025 | $30.1M | 1.25M | — | — |
| Q4 2025 | $13.1M | 478.3K | — | — |
| Q4 2025 | $6.8M | 208.4K | — | — |
| Q4 2025 | $10.4M | 364.0K | — | — |
| Q4 2025 | $13.8M | 459.0K | — | — |
| Q4 2025 | $8.1M | 272.0K | — | — |
| Q4 2025 | $8.9M | 274.0K | — | — |
| Q4 2025 | $47M | 1.75M | — | — |
| Q3 2025 | $7.9M | 174.1K | — | — |
| Q3 2025 | $19.5M | 797.6K | — | — |
| Q3 2025 | $11.1M | 514.4K | — | — |
| Q3 2025 | $388K | 16.5K | — | — |
| Q3 2025 | $30M | 1.29M | — | — |
| Q3 2025 | $12.9M | 471.1K | — | — |
| Q3 2025 | $7.2M | 217.2K | — | — |
| Q3 2025 | $10.5M | 375.3K | — | — |
| Q3 2025 | $13.7M | 463.1K | — | — |
| Q3 2025 | $8M | 275.2K | — | — |
| Q3 2025 | $9.2M | 287.5K | — | — |
| Q3 2025 | $47.5M | 1.81M | — | — |
| Q3 2025 | $208K | 8.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B