Back to SCHW-PJ
Lakehouse Capital Pty Ltd → SCHW-PJ
Lakehouse Capital Pty Ltd SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
6
Latest value
$3.2M
Q3 2026
Peak value
$22.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.5M |
| Q3 2025 | $14.9M |
| Q4 2025 | $11.2M |
| Q1 2026 | $4.5M |
| Q2 2026 | $3M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 32.9K | — | — |
| Q2 2026 | $3M | 32.9K | — | — |
| Q1 2026 | $4.5M | 32.9K | — | — |
| Q4 2025 | $11.2M | 111.8K | — | — |
| Q3 2025 | $14.9M | 156.5K | — | — |
| Q3 2025 | $22.5M | 156.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B