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Keystone Global Partners, LLC → SCHW-PJ

Keystone Global Partners, LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
18
Latest value
$2.9M
Q3 2026
Peak value
$22.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$18.3M
Q3 2025$351K
Q3 2025$1.4M
Q4 2025$22.8M
Q4 2025$340K
Q4 2025$3.4M
Q1 2026$14.8M
Q1 2026$350K
Q1 2026$7.7M
Q1 2026$420K
Q2 2026$19M
Q2 2026$386K
Q2 2026$5.8M
Q2 2026$430K
Q3 2026$22.2M
Q3 2026$359K
Q3 2026$3.8M
Q3 2026$2.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.9M121.56M——
Q3 2026$3.8M160.7K——
Q3 2026$359K16.3K——
Q3 2026$22.2M616.9K——
Q2 2026$430K17.8K——
Q2 2026$5.8M236.4K——
Q2 2026$386K16.3K——
Q2 2026$19M560.3K——
Q1 2026$420K17.3K——
Q1 2026$7.7M308.9K——
Q1 2026$350K16.3K——
Q1 2026$14.8M509.8K——
Q4 2025$3.4M136.0K——
Q4 2025$340K16.3K——
Q4 2025$22.8M698.8K——
Q3 2025$1.4M53.8K——
Q3 2025$351K16.3K——
Q3 2025$18.3M573.7K——

Other funds holding SCHW-PJ

Other Keystone Global Partners, LLC positions

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BSTZ

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$19.1M
BSTZ

BlackRock iShares Dynamic Equity Active

$19.1M
BSTZ

BlackRock iShares Dynamic Equity Active

$18.9M
VGES

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$18.7M