Back to SCHW-PJ

Founders Capital Management → SCHW-PJ

Founders Capital Management SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
18
Latest value
$4.9M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$351K
Q3 2025$46K
Q3 2025$2.2M
Q3 2025$49K
Q4 2025$358K
Q4 2025$47K
Q4 2025$2.3M
Q4 2025$49K
Q1 2026$337K
Q1 2026$42K
Q1 2026$4.5M
Q1 2026$55K
Q2 2026$331K
Q2 2026$93K
Q2 2026$5.3M
Q2 2026$76K
Q3 2026$350K
Q3 2026$4.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.9M141.3K——
Q3 2026$350K3.6K——
Q2 2026$76K2.4K——
Q2 2026$5.3M140.5K——
Q2 2026$93K2.7K——
Q2 2026$331K3.6K——
Q1 2026$55K1.8K——
Q1 2026$4.5M139.0K——
Q1 2026$42K1.5K——
Q1 2026$337K3.6K——
Q4 2025$49K1.8K——
Q4 2025$2.3M71.5K——
Q4 2025$47K1.4K——
Q4 2025$358K3.6K——
Q3 2025$49K1.8K——
Q3 2025$2.2M71.8K——
Q3 2025$46K1.4K——
Q3 2025$351K3.7K——

Other funds holding SCHW-PJ

Other Founders Capital Management positions

GLW

CORNING INC

$26.8M
QQQ

INVESCO QQQ TR

$20.6M
QQQ

INVESCO QQQ TR

$20.4M
QQQ

INVESCO QQQ TR

$18.7M
QQQ

INVESCO QQQ TR

$18.4M
MSFT

MICROSOFT CORP

$16.5M
GLW

CORNING INC

$16.1M
QQQ

INVESCO QQQ TR

$16.1M