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Eagle Capital Management, LLC → SCHW-PJ

Eagle Capital Management, LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
13
Latest value
$30.4M
Q3 2026
Peak value
$30.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6M
Q4 2025$5.9M
Q4 2025$25.4M
Q1 2026$5.6M
Q1 2026$4.5M
Q1 2026$28.5M
Q2 2026$6.5M
Q2 2026$5.4M
Q2 2026$29.6M
Q3 2026$5.3M
Q3 2026$5.9M
Q3 2026$1.2M
Q3 2026$30.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$30.4M935.7K——
Q3 2026$1.2M22.3K——
Q3 2026$5.9M163.1K——
Q3 2026$5.3M177.9K——
Q2 2026$29.6M934.4K——
Q2 2026$5.4M158.8K——
Q2 2026$6.5M221.3K——
Q1 2026$28.5M929.2K——
Q1 2026$4.5M154.2K——
Q1 2026$5.6M219.4K——
Q4 2025$25.4M926.9K——
Q4 2025$5.9M179.5K——
Q4 2025$6M221.6K——

Other funds holding SCHW-PJ

Other Eagle Capital Management, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$28.7M
SPY

STATE STR SPDR S&P 500 ETF T

$28.5M
SPY

SPDR S&P 500 ETF TR

$26.2M
QQQ

INVESCO QQQ TR

$25.9M
QQQ

INVESCO QQQ TR

$25.8M
SPY

STATE STR SPDR S&P 500 ETF T

$24.9M
QQQ

INVESCO QQQ TR

$21.5M
VGES

VANGUARD BD INDEX FDS

$20.3M