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Dorato Capital Management → SCHW-PJ
Dorato Capital Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
52
Latest value
$7.7M
Q3 2026
Peak value
$7.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $5.6M |
| Q4 2025 | $58K |
| Q4 2025 | $2.4M |
| Q4 2025 | $2.4M |
| Q4 2025 | $174K |
| Q4 2025 | $5.9M |
| Q4 2025 | $2.9M |
| Q4 2025 | $2M |
| Q4 2025 | $586K |
| Q4 2025 | $148K |
| Q4 2025 | $26K |
| Q4 2025 | $6.7M |
| Q1 2026 | $2.5M |
| Q1 2026 | $5.4M |
| Q1 2026 | $54K |
| Q1 2026 | $2.4M |
| Q1 2026 | $2.4M |
| Q1 2026 | $175K |
| Q1 2026 | $6.3M |
| Q1 2026 | $3.1M |
| Q1 2026 | $2.1M |
| Q1 2026 | $600K |
| Q1 2026 | $146K |
| Q1 2026 | $26K |
| Q1 2026 | $7.1M |
| Q2 2026 | $2.8M |
| Q2 2026 | $6.1M |
| Q2 2026 | $62K |
| Q2 2026 | $2.7M |
| Q2 2026 | $2.8M |
| Q2 2026 | $185K |
| Q2 2026 | $6.9M |
| Q2 2026 | $3.5M |
| Q2 2026 | $2M |
| Q2 2026 | $645K |
| Q2 2026 | $144K |
| Q2 2026 | $26K |
| Q2 2026 | $7.1M |
| Q3 2026 | $4M |
| Q3 2026 | $6.4M |
| Q3 2026 | $59K |
| Q3 2026 | $2.6M |
| Q3 2026 | $2.6M |
| Q3 2026 | $187K |
| Q3 2026 | $7.7M |
| Q3 2026 | $4.1M |
| Q3 2026 | $1.9M |
| Q3 2026 | $582K |
| Q3 2026 | $139K |
| Q3 2026 | $26K |
| Q3 2026 | $7.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.7M | 305.6K | — | — |
| Q3 2026 | $26K | 1.1K | — | — |
| Q3 2026 | $139K | 5.9K | — | — |
| Q3 2026 | $582K | 26.8K | — | — |
| Q3 2026 | $1.9M | 88.1K | — | — |
| Q3 2026 | $4.1M | 149.1K | — | — |
| Q3 2026 | $7.7M | 234.5K | — | — |
| Q3 2026 | $187K | 5.1K | — | — |
| Q3 2026 | $2.6M | 80.9K | — | — |
| Q3 2026 | $2.6M | 76.0K | — | — |
| Q3 2026 | $59K | 1.6K | — | — |
| Q3 2026 | $6.4M | 210.2K | — | — |
| Q3 2026 | $4M | 133.6K | — | — |
| Q2 2026 | $7.1M | 270.2K | — | — |
| Q2 2026 | $26K | 1.1K | — | — |
| Q2 2026 | $144K | 5.9K | — | — |
| Q2 2026 | $645K | 27.0K | — | — |
| Q2 2026 | $2M | 89.2K | — | — |
| Q2 2026 | $3.5M | 126.3K | — | — |
| Q2 2026 | $6.9M | 212.1K | — | — |
| Q2 2026 | $185K | 5.1K | — | — |
| Q2 2026 | $2.8M | 79.3K | — | — |
| Q2 2026 | $2.7M | 74.4K | — | — |
| Q2 2026 | $62K | 1.8K | — | — |
| Q2 2026 | $6.1M | 204.3K | — | — |
| Q2 2026 | $2.8M | 97.4K | — | — |
| Q1 2026 | $7.1M | 265.7K | — | — |
| Q1 2026 | $26K | 1.1K | — | — |
| Q1 2026 | $146K | 5.9K | — | — |
| Q1 2026 | $600K | 26.9K | — | — |
| Q1 2026 | $2.1M | 89.2K | — | — |
| Q1 2026 | $3.1M | 118.1K | — | — |
| Q1 2026 | $6.3M | 205.1K | — | — |
| Q1 2026 | $175K | 5.1K | — | — |
| Q1 2026 | $2.4M | 78.5K | — | — |
| Q1 2026 | $2.4M | 73.4K | — | — |
| Q1 2026 | $54K | 1.8K | — | — |
| Q1 2026 | $5.4M | 201.8K | — | — |
| Q1 2026 | $2.5M | 97.1K | — | — |
| Q4 2025 | $6.7M | 251.9K | — | — |
| Q4 2025 | $26K | 1.1K | — | — |
| Q4 2025 | $148K | 5.9K | — | — |
| Q4 2025 | $586K | 27.3K | — | — |
| Q4 2025 | $2M | 83.8K | — | — |
| Q4 2025 | $2.9M | 117.4K | — | — |
| Q4 2025 | $5.9M | 202.0K | — | — |
| Q4 2025 | $174K | 5.1K | — | — |
| Q4 2025 | $2.4M | 79.9K | — | — |
| Q4 2025 | $2.4M | 74.2K | — | — |
| Q4 2025 | $58K | 1.8K | — | — |
| Q4 2025 | $5.6M | 204.7K | — | — |
| Q4 2025 | $2.5M | 93.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B