Back to SCHW-PJ
Cypress Wealth Services, LLC → SCHW-PJ
Cypress Wealth Services, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
30
Latest value
$17M
Q3 2026
Peak value
$17M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $868K |
| Q4 2025 | $287K |
| Q4 2025 | $225K |
| Q4 2025 | $217K |
| Q4 2025 | $2.5M |
| Q4 2025 | $243K |
| Q4 2025 | $12.8M |
| Q1 2026 | $818K |
| Q1 2026 | $253K |
| Q1 2026 | $215K |
| Q1 2026 | $219K |
| Q1 2026 | $2.7M |
| Q1 2026 | $245K |
| Q1 2026 | $13.7M |
| Q2 2026 | $728K |
| Q2 2026 | $277K |
| Q2 2026 | $247K |
| Q2 2026 | $220K |
| Q2 2026 | $240K |
| Q2 2026 | $2.7M |
| Q2 2026 | $271K |
| Q2 2026 | $15.2M |
| Q3 2026 | $765K |
| Q3 2026 | $280K |
| Q3 2026 | $261K |
| Q3 2026 | $242K |
| Q3 2026 | $247K |
| Q3 2026 | $2.7M |
| Q3 2026 | $273K |
| Q3 2026 | $17M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17M | 773.8K | — | — |
| Q3 2026 | $273K | 9.9K | — | — |
| Q3 2026 | $2.7M | 83.3K | — | — |
| Q3 2026 | $247K | 6.6K | — | — |
| Q3 2026 | $242K | 6.6K | — | — |
| Q3 2026 | $261K | 8.5K | — | — |
| Q3 2026 | $280K | 9.3K | — | — |
| Q3 2026 | $765K | 7.9K | — | — |
| Q2 2026 | $15.2M | 659.2K | — | — |
| Q2 2026 | $271K | 9.8K | — | — |
| Q2 2026 | $2.7M | 86.5K | — | — |
| Q2 2026 | $240K | 6.6K | — | — |
| Q2 2026 | $220K | 6.5K | — | — |
| Q2 2026 | $247K | 8.4K | — | — |
| Q2 2026 | $277K | 9.6K | — | — |
| Q2 2026 | $728K | 7.9K | — | — |
| Q1 2026 | $13.7M | 589.0K | — | — |
| Q1 2026 | $245K | 9.9K | — | — |
| Q1 2026 | $2.7M | 87.2K | — | — |
| Q1 2026 | $219K | 6.6K | — | — |
| Q1 2026 | $215K | 8.4K | — | — |
| Q1 2026 | $253K | 10.1K | — | — |
| Q1 2026 | $818K | 8.7K | — | — |
| Q4 2025 | $12.8M | 549.7K | — | — |
| Q4 2025 | $243K | 10.1K | — | — |
| Q4 2025 | $2.5M | 90.5K | — | — |
| Q4 2025 | $217K | 6.7K | — | — |
| Q4 2025 | $225K | 8.4K | — | — |
| Q4 2025 | $287K | 10.9K | — | — |
| Q4 2025 | $868K | 8.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B