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LCW Services, LLC → SCHW-PJ

LCW Services, LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
12
Latest value
$823K
Q3 2026
Peak value
$39.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$249K
Q4 2025$29M
Q4 2025$274K
Q1 2026$256K
Q1 2026$31.7M
Q1 2026$841K
Q2 2026$338K
Q2 2026$36.9M
Q2 2026$891K
Q3 2026$352K
Q3 2026$39.4M
Q3 2026$823K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$823K37.3K——
Q3 2026$39.4M1.43M——
Q3 2026$352K11.7K——
Q2 2026$891K37.6K——
Q2 2026$36.9M1.33M——
Q2 2026$338K11.5K——
Q1 2026$841K39.1K——
Q1 2026$31.7M1.28M——
Q1 2026$256K10.0K——
Q4 2025$274K13.1K——
Q4 2025$29M1.21M——
Q4 2025$249K9.3K——

Other funds holding SCHW-PJ

Other LCW Services, LLC positions

ETHA

ISHARES TR

$50.7M
ETHA

ISHARES TR

$46.9M
ETHA

ISHARES TR

$39.6M
ETHA

ISHARES TR

$39.1M
ETHA

ISHARES TR

$23.8M
ETHA

ISHARES TR

$23.6M
ETHA

ISHARES TR

$20.2M
ETHA

ISHARES TR

$19.4M