Back to SCHW-PJ
Hilton Head Capital Partners, LLC → SCHW-PJ
Hilton Head Capital Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
14
Latest value
$2.7M
Q3 2026
Peak value
$3.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7K |
| Q4 2025 | $34K |
| Q4 2025 | $3.3M |
| Q1 2026 | $6K |
| Q1 2026 | $35K |
| Q1 2026 | $3.8M |
| Q2 2026 | $6K |
| Q2 2026 | $22K |
| Q2 2026 | $2K |
| Q2 2026 | $3.9M |
| Q3 2026 | $7K |
| Q3 2026 | $19K |
| Q3 2026 | $5K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 83.2K | — | — |
| Q3 2026 | $5K | 154 | — | — |
| Q3 2026 | $19K | 596 | — | — |
| Q3 2026 | $7K | 69 | — | — |
| Q2 2026 | $3.9M | 123.8K | — | — |
| Q2 2026 | $2K | 78 | — | — |
| Q2 2026 | $22K | 596 | — | — |
| Q2 2026 | $6K | 69 | — | — |
| Q1 2026 | $3.8M | 122.9K | — | — |
| Q1 2026 | $35K | 1.2K | — | — |
| Q1 2026 | $6K | 69 | — | — |
| Q4 2025 | $3.3M | 121.4K | — | — |
| Q4 2025 | $34K | 1.2K | — | — |
| Q4 2025 | $7K | 69 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Hilton Head Capital Partners, LLC positions
FFA
$16.1MFIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
FFA
$15.6MFIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
FFA
$14.8MFIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
FFA
$11.7MFIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
LLY
$4.9MELI LILLY & COMPANY
FPF
$4.8MFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
FPF
$4.7MFT VEST LADDERED BUFFER ETF
FPF
$4.7MFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF