Back to SCHW-PJ
Piedmont Capital Management, LLC/NC → SCHW-PJ
Piedmont Capital Management, LLC/NC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$3.4M
Q3 2026
Peak value
$4.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.9M |
| Q4 2025 | $786K |
| Q4 2025 | $2.4M |
| Q1 2026 | $3.7M |
| Q1 2026 | $810K |
| Q1 2026 | $2.7M |
| Q2 2026 | $4.2M |
| Q2 2026 | $924K |
| Q2 2026 | $2.9M |
| Q3 2026 | $4.7M |
| Q3 2026 | $884K |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 104.1K | — | — |
| Q3 2026 | $884K | 26.6K | — | — |
| Q3 2026 | $4.7M | 132.2K | — | — |
| Q2 2026 | $2.9M | 93.0K | — | — |
| Q2 2026 | $924K | 26.6K | — | — |
| Q2 2026 | $4.2M | 125.4K | — | — |
| Q1 2026 | $2.7M | 88.0K | — | — |
| Q1 2026 | $810K | 26.6K | — | — |
| Q1 2026 | $3.7M | 125.4K | — | — |
| Q4 2025 | $2.4M | 88.2K | — | — |
| Q4 2025 | $786K | 26.6K | — | — |
| Q4 2025 | $3.9M | 119.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B