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Pacific Capital Partners Ltd → SCHW-PJ

Pacific Capital Partners Ltd SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
4
Latest value
$6.1M
Q3 2026
Peak value
$6.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.1M
Q1 2026$6.3M
Q2 2026$6.2M
Q3 2026$6.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.1M62.0K——
Q2 2026$6.2M67.0K——
Q1 2026$6.3M67.0K——
Q4 2025$3.1M30.7K——

Other funds holding SCHW-PJ

Other Pacific Capital Partners Ltd positions

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BERKSHIRE HATHAWAY INC DEL

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BRK-A

BERKSHIRE HATHAWAY INC DEL

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BRK-A

BERKSHIRE HATHAWAY INC DEL

$11.2M
PGR

PROGRESSIVE CORP

$10.7M
AMD

ADVANCED MICRO DEVICES INC

$7.6M
BDX

BECTON DICKINSON & CO

$7.3M
AZO

AUTOZONE INC

$7.1M
PGR

PROGRESSIVE CORP

$7M