Back to SCHW-PJ
SBE LLC DBA CEDAR COVE WEALTH PARTNERS → SCHW-PJ
SBE LLC DBA CEDAR COVE WEALTH PARTNERS SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
13
Latest value
$213K
Q3 2026
Peak value
$3.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $547K |
| Q4 2025 | $3.6M |
| Q4 2025 | $1.1M |
| Q4 2025 | $259K |
| Q1 2026 | $497K |
| Q1 2026 | $3.1M |
| Q1 2026 | $1.1M |
| Q2 2026 | $3.3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $230K |
| Q3 2026 | $3.5M |
| Q3 2026 | $1.1M |
| Q3 2026 | $213K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $213K | 6.3K | — | — |
| Q3 2026 | $1.1M | 33.7K | — | — |
| Q3 2026 | $3.5M | 96.8K | — | — |
| Q2 2026 | $230K | 6.3K | — | — |
| Q2 2026 | $1.2M | 34.4K | — | — |
| Q2 2026 | $3.3M | 98.0K | — | — |
| Q1 2026 | $1.1M | 35.9K | — | — |
| Q1 2026 | $3.1M | 106.4K | — | — |
| Q1 2026 | $497K | 5.3K | — | — |
| Q4 2025 | $259K | 8.6K | — | — |
| Q4 2025 | $1.1M | 38.4K | — | — |
| Q4 2025 | $3.6M | 109.6K | — | — |
| Q4 2025 | $547K | 5.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B