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Hoxton Planning & Management, LLC → SCHW-PJ
Hoxton Planning & Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$6.1M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.2M |
| Q3 2025 | $5.5M |
| Q4 2025 | $6.7M |
| Q4 2025 | $5.7M |
| Q1 2026 | $6.8M |
| Q1 2026 | $6M |
| Q2 2026 | $6.6M |
| Q2 2026 | $6.1M |
| Q3 2026 | $6.1M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 244.5K | — | — |
| Q3 2026 | $6.1M | 275.5K | — | — |
| Q2 2026 | $6.1M | 229.5K | — | — |
| Q2 2026 | $6.6M | 284.7K | — | — |
| Q1 2026 | $6M | 225.7K | — | — |
| Q1 2026 | $6.8M | 291.8K | — | — |
| Q4 2025 | $5.7M | 213.7K | — | — |
| Q4 2025 | $6.7M | 287.2K | — | — |
| Q3 2025 | $5.5M | 203.1K | — | — |
| Q3 2025 | $5.2M | 222.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B