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Crane Advisory, LLC → SCHW-PJ

Crane Advisory, LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
5
Latest value
$66.5M
Q3 2026
Peak value
$69.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$45.3M
Q4 2025$69.8M
Q1 2026$69.5M
Q2 2026$69.8M
Q3 2026$66.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$66.5M2.81M——
Q2 2026$69.8M2.84M——
Q1 2026$69.5M2.79M——
Q4 2025$69.8M2.78M——
Q3 2025$45.3M1.81M——

Other funds holding SCHW-PJ

Other Crane Advisory, LLC positions

VGES

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$122.1M
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$118.5M
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$111.3M
VGES

VANGUARD INDEX FDS

$111.3M
VGES

VANGUARD INDEX FDS

$109.6M
VGES

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$103.8M
OKE

PGIM ETF TR

$99.4M
VGES

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$96.4M