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MACROVIEW INVESTMENT MANAGEMENT LLC → SCHW-PJ

MACROVIEW INVESTMENT MANAGEMENT LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
16
Latest value
$421K
Q3 2026
Peak value
$8.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$355K
Q4 2025$6.9M
Q4 2025$2.3M
Q4 2025$335K
Q1 2026$428K
Q1 2026$6.2M
Q1 2026$2.6M
Q1 2026$377K
Q2 2026$492K
Q2 2026$7.6M
Q2 2026$2.9M
Q2 2026$424K
Q3 2026$502K
Q3 2026$8.1M
Q3 2026$3M
Q3 2026$421K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$421K15.3K——
Q3 2026$3M93.0K——
Q3 2026$8.1M224.8K——
Q3 2026$502K16.7K——
Q2 2026$424K15.3K——
Q2 2026$2.9M91.7K——
Q2 2026$7.6M223.9K——
Q2 2026$492K16.7K——
Q1 2026$377K15.2K——
Q1 2026$2.6M84.2K——
Q1 2026$6.2M212.2K——
Q1 2026$428K16.7K——
Q4 2025$335K13.9K——
Q4 2025$2.3M83.0K——
Q4 2025$6.9M210.1K——
Q4 2025$355K13.2K——

Other funds holding SCHW-PJ

Other MACROVIEW INVESTMENT MANAGEMENT LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$11.3M
SPY

STATE STR SPDR S&P 500 ETF T

$10.7M
SPY

STATE STR SPDR S&P 500 ETF T

$8.6M
SPY

SPDR S&P 500 ETF TR

$8.6M
PHYS

SPROTT ASSET MANAGEMENT LP

$7.1M
ETHA

ISHARES TR

$7M
ETHA

ISHARES TR

$7M
PHYS

SPROTT ASSET MANAGEMENT LP

$6.7M