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Cypress Point Wealth Management, LLC → SCHW-PJ
Cypress Point Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$5.6M
Q3 2026
Peak value
$5.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.6M |
| Q4 2025 | $4.4M |
| Q1 2026 | $3.3M |
| Q1 2026 | $5M |
| Q2 2026 | $3.4M |
| Q2 2026 | $5.7M |
| Q3 2026 | $3.4M |
| Q3 2026 | $3.5M |
| Q3 2026 | $5.7M |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 252.3K | — | — |
| Q3 2026 | $5.7M | 240.4K | — | — |
| Q3 2026 | $3.5M | 118.2K | — | — |
| Q3 2026 | $3.4M | 118.4K | — | — |
| Q2 2026 | $5.7M | 240.4K | — | — |
| Q2 2026 | $3.4M | 118.4K | — | — |
| Q1 2026 | $5M | 231.9K | — | — |
| Q1 2026 | $3.3M | 132.2K | — | — |
| Q4 2025 | $4.4M | 211.8K | — | — |
| Q4 2025 | $3.6M | 137.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B