Back to SCHW-PJ
Leeward Financial Partners, LLC → SCHW-PJ
Leeward Financial Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$1M
Q3 2026
Peak value
$14.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13M |
| Q3 2025 | $5.2M |
| Q3 2025 | $318K |
| Q3 2025 | $12.5M |
| Q3 2025 | $1.1M |
| Q4 2025 | $13.1M |
| Q4 2025 | $5.3M |
| Q4 2025 | $295K |
| Q4 2025 | $12.8M |
| Q4 2025 | $1.1M |
| Q1 2026 | $11.7M |
| Q1 2026 | $5.4M |
| Q1 2026 | $330K |
| Q1 2026 | $12.9M |
| Q1 2026 | $1.1M |
| Q2 2026 | $13.9M |
| Q2 2026 | $6.3M |
| Q2 2026 | $341K |
| Q2 2026 | $14.7M |
| Q2 2026 | $1.1M |
| Q3 2026 | $12.5M |
| Q3 2026 | $6M |
| Q3 2026 | $349K |
| Q3 2026 | $14.5M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 41.4K | — | — |
| Q3 2026 | $14.5M | 528.7K | — | — |
| Q3 2026 | $349K | 10.7K | — | — |
| Q3 2026 | $6M | 181.2K | — | — |
| Q3 2026 | $12.5M | 347.5K | — | — |
| Q2 2026 | $1.1M | 41.4K | — | — |
| Q2 2026 | $14.7M | 532.4K | — | — |
| Q2 2026 | $341K | 10.7K | — | — |
| Q2 2026 | $6.3M | 181.5K | — | — |
| Q2 2026 | $13.9M | 411.5K | — | — |
| Q1 2026 | $1.1M | 41.4K | — | — |
| Q1 2026 | $12.9M | 521.7K | — | — |
| Q1 2026 | $330K | 10.7K | — | — |
| Q1 2026 | $5.4M | 177.6K | — | — |
| Q1 2026 | $11.7M | 402.8K | — | — |
| Q4 2025 | $1.1M | 41.4K | — | — |
| Q4 2025 | $12.8M | 534.4K | — | — |
| Q4 2025 | $295K | 10.7K | — | — |
| Q4 2025 | $5.3M | 177.7K | — | — |
| Q4 2025 | $13.1M | 402.2K | — | — |
| Q3 2025 | $1.1M | 41.4K | — | — |
| Q3 2025 | $12.5M | 537.2K | — | — |
| Q3 2025 | $318K | 11.7K | — | — |
| Q3 2025 | $5.2M | 179.1K | — | — |
| Q3 2025 | $13M | 407.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B