Back to SCHW-PJ
Poehling Capital Management, INC. → SCHW-PJ
Poehling Capital Management, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$290K
Q3 2026
Peak value
$17.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.9M |
| Q3 2025 | $4M |
| Q4 2025 | $17.6M |
| Q4 2025 | $4.1M |
| Q1 2026 | $16.6M |
| Q1 2026 | $3.6M |
| Q2 2026 | $16.6M |
| Q2 2026 | $4M |
| Q3 2026 | $17.5M |
| Q3 2026 | $276K |
| Q3 2026 | $4M |
| Q3 2026 | $290K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $290K | 8.9K | — | — |
| Q3 2026 | $4M | 134.4K | — | — |
| Q3 2026 | $276K | 9.4K | — | — |
| Q3 2026 | $17.5M | 179.0K | — | — |
| Q2 2026 | $4M | 134.4K | — | — |
| Q2 2026 | $16.6M | 179.7K | — | — |
| Q1 2026 | $3.6M | 141.7K | — | — |
| Q1 2026 | $16.6M | 176.3K | — | — |
| Q4 2025 | $4.1M | 151.7K | — | — |
| Q4 2025 | $17.6M | 176.4K | — | — |
| Q3 2025 | $4M | 151.7K | — | — |
| Q3 2025 | $16.9M | 176.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B