Back to SCHW-PJ
Kure Advisory, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$11.5M
Q3 2026
Peak value
$11.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $585K |
| Q4 2025 | $8.2M |
| Q1 2026 | $9.6M |
| Q2 2026 | $10.9M |
| Q3 2026 | $11.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.5M | 352.1K | — | — |
| Q2 2026 | $10.9M | 343.0K | — | — |
| Q1 2026 | $9.6M | 311.9K | — | — |
| Q4 2025 | $8.2M | 297.6K | — | — |
| Q4 2025 | $585K | 21.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B