Back to SCHW-PJ
Lakewood Asset Management LLC → SCHW-PJ
Lakewood Asset Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$394K
Q3 2026
Peak value
$13.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.4M |
| Q4 2025 | $1.7M |
| Q4 2025 | $9.6M |
| Q1 2026 | $2.9M |
| Q1 2026 | $1.5M |
| Q1 2026 | $10.3M |
| Q2 2026 | $3.9M |
| Q2 2026 | $975K |
| Q2 2026 | $235K |
| Q2 2026 | $12M |
| Q2 2026 | $390K |
| Q3 2026 | $4.1M |
| Q3 2026 | $903K |
| Q3 2026 | $13.1M |
| Q3 2026 | $394K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $394K | 12.5K | — | — |
| Q3 2026 | $13.1M | 417.8K | — | — |
| Q3 2026 | $903K | 25.8K | — | — |
| Q3 2026 | $4.1M | 77.0K | — | — |
| Q2 2026 | $390K | 12.5K | — | — |
| Q2 2026 | $12M | 385.2K | — | — |
| Q2 2026 | $235K | 6.2K | — | — |
| Q2 2026 | $975K | 25.6K | — | — |
| Q2 2026 | $3.9M | 73.4K | — | — |
| Q1 2026 | $10.3M | 370.6K | — | — |
| Q1 2026 | $1.5M | 45.8K | — | — |
| Q1 2026 | $2.9M | 59.1K | — | — |
| Q4 2025 | $9.6M | 353.9K | — | — |
| Q4 2025 | $1.7M | 55.5K | — | — |
| Q4 2025 | $2.4M | 53.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B