Back to SCHW-PJ

Cross Staff Investments Inc → SCHW-PJ

Cross Staff Investments Inc SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
16
Latest value
$754K
Q3 2026
Peak value
$3.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.2M
Q4 2025$2.1M
Q4 2025$278K
Q4 2025$550K
Q1 2026$3.1M
Q1 2026$2M
Q1 2026$284K
Q1 2026$597K
Q2 2026$3.7M
Q2 2026$2.4M
Q2 2026$353K
Q2 2026$688K
Q3 2026$3.8M
Q3 2026$2.6M
Q3 2026$319K
Q3 2026$754K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$754K23.2K——
Q3 2026$319K9.8K——
Q3 2026$2.6M86.8K——
Q3 2026$3.8M129.2K——
Q2 2026$688K21.7K——
Q2 2026$353K9.8K——
Q2 2026$2.4M80.5K——
Q2 2026$3.7M128.7K——
Q1 2026$597K19.5K——
Q1 2026$284K9.8K——
Q1 2026$2M79.7K——
Q1 2026$3.1M124.5K——
Q4 2025$550K20.1K——
Q4 2025$278K9.8K——
Q4 2025$2.1M76.5K——
Q4 2025$3.2M123.5K——

Other funds holding SCHW-PJ

Other Cross Staff Investments Inc positions

NVDA

NVIDIA CORP

$27.1M
COST

COSTCO WHSL CORP NEW

$18.5M
COST

COSTCO WHSL CORP NEW

$16M
AAPL

APPLE INC

$15.2M
AAPL

APPLE INC

$13.4M
AAPL

APPLE INC

$12.4M
AAPL

APPLE INC

$11.7M
BRK-A

BERKSHIRE HATHAWAY CLASS CLASS B

$8.3M