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Holcombe Financial, Inc. → SCHW-PJ
Holcombe Financial, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$24.8M
Q3 2026
Peak value
$26.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.7M |
| Q3 2025 | $26.1M |
| Q4 2025 | $12M |
| Q4 2025 | $23.4M |
| Q1 2026 | $12.7M |
| Q1 2026 | $25M |
| Q2 2026 | $12.5M |
| Q2 2026 | $24.8M |
| Q3 2026 | $12.2M |
| Q3 2026 | $24.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.8M | 1.04M | — | — |
| Q3 2026 | $12.2M | 513.5K | — | — |
| Q2 2026 | $24.8M | 1.03M | — | — |
| Q2 2026 | $12.5M | 506.2K | — | — |
| Q1 2026 | $25M | 1.03M | — | — |
| Q1 2026 | $12.7M | 511.4K | — | — |
| Q4 2025 | $23.4M | 959.9K | — | — |
| Q4 2025 | $12M | 479.2K | — | — |
| Q3 2025 | $26.1M | 1.07M | — | — |
| Q3 2025 | $11.7M | 463.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B