Back to SCHW-PJ
Pacific Sage Partners, LLC → SCHW-PJ
Pacific Sage Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$30.3M
Q3 2026
Peak value
$94.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.8M |
| Q3 2025 | $570K |
| Q3 2025 | $254K |
| Q3 2025 | $37.7M |
| Q3 2025 | $73.5M |
| Q4 2025 | $12.4M |
| Q4 2025 | $582K |
| Q4 2025 | $311K |
| Q4 2025 | $39.4M |
| Q4 2025 | $79.6M |
| Q1 2026 | $13M |
| Q1 2026 | $585K |
| Q1 2026 | $347K |
| Q1 2026 | $41.4M |
| Q1 2026 | $86.7M |
| Q2 2026 | $16.2M |
| Q2 2026 | $660K |
| Q2 2026 | $359K |
| Q2 2026 | $47.9M |
| Q2 2026 | $94.6M |
| Q3 2026 | $14.8M |
| Q3 2026 | $567K |
| Q3 2026 | $368K |
| Q3 2026 | $48.9M |
| Q3 2026 | $30.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.3M | 1.28M | — | — |
| Q3 2026 | $48.9M | 1.78M | — | — |
| Q3 2026 | $368K | 11.3K | — | — |
| Q3 2026 | $567K | 17.4K | — | — |
| Q3 2026 | $14.8M | 436.1K | — | — |
| Q2 2026 | $94.6M | 3.84M | — | — |
| Q2 2026 | $47.9M | 1.73M | — | — |
| Q2 2026 | $359K | 11.3K | — | — |
| Q2 2026 | $660K | 18.3K | — | — |
| Q2 2026 | $16.2M | 439.9K | — | — |
| Q1 2026 | $86.7M | 3.48M | — | — |
| Q1 2026 | $41.4M | 1.67M | — | — |
| Q1 2026 | $347K | 11.3K | — | — |
| Q1 2026 | $585K | 20.1K | — | — |
| Q1 2026 | $13M | 418.9K | — | — |
| Q4 2025 | $79.6M | 3.17M | — | — |
| Q4 2025 | $39.4M | 1.64M | — | — |
| Q4 2025 | $311K | 11.3K | — | — |
| Q4 2025 | $582K | 20.4K | — | — |
| Q4 2025 | $12.4M | 412.2K | — | — |
| Q3 2025 | $73.5M | 2.92M | — | — |
| Q3 2025 | $37.7M | 1.62M | — | — |
| Q3 2025 | $254K | 9.3K | — | — |
| Q3 2025 | $570K | 20.4K | — | — |
| Q3 2025 | $11.8M | 398.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B