Back to SCHW-PJ
CYPRESS FINANCIAL PLANNING LLC → SCHW-PJ
CYPRESS FINANCIAL PLANNING LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$268K
Q3 2026
Peak value
$3.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $736K |
| Q4 2025 | $3.3M |
| Q4 2025 | $3.3M |
| Q4 2025 | $252K |
| Q1 2026 | $698K |
| Q1 2026 | $2.9M |
| Q1 2026 | $3.2M |
| Q1 2026 | $268K |
| Q2 2026 | $777K |
| Q2 2026 | $3.4M |
| Q2 2026 | $3.8M |
| Q2 2026 | $222K |
| Q2 2026 | $290K |
| Q3 2026 | $609K |
| Q3 2026 | $3.6M |
| Q3 2026 | $3.5M |
| Q3 2026 | $229K |
| Q3 2026 | $268K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $268K | 12.2K | — | — |
| Q3 2026 | $229K | 8.3K | — | — |
| Q3 2026 | $3.5M | 105.2K | — | — |
| Q3 2026 | $3.6M | 101.2K | — | — |
| Q3 2026 | $609K | 20.3K | — | — |
| Q2 2026 | $290K | 12.3K | — | — |
| Q2 2026 | $222K | 8.0K | — | — |
| Q2 2026 | $3.8M | 107.9K | — | — |
| Q2 2026 | $3.4M | 101.9K | — | — |
| Q2 2026 | $777K | 26.4K | — | — |
| Q1 2026 | $268K | 12.5K | — | — |
| Q1 2026 | $3.2M | 103.9K | — | — |
| Q1 2026 | $2.9M | 98.3K | — | — |
| Q1 2026 | $698K | 27.2K | — | — |
| Q4 2025 | $252K | 12.0K | — | — |
| Q4 2025 | $3.3M | 109.9K | — | — |
| Q4 2025 | $3.3M | 99.9K | — | — |
| Q4 2025 | $736K | 27.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B