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STABLEFORD CAPITAL II LLC → SCHW-PJ
STABLEFORD CAPITAL II LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
14
Latest value
$1.8M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q3 2025 | $473K |
| Q3 2025 | $5.6M |
| Q4 2025 | $3.8M |
| Q4 2025 | $449K |
| Q4 2025 | $5.3M |
| Q1 2026 | $3.6M |
| Q1 2026 | $422K |
| Q1 2026 | $5.3M |
| Q2 2026 | $3.5M |
| Q2 2026 | $353K |
| Q2 2026 | $1.8M |
| Q3 2026 | $3.4M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 74.8K | — | — |
| Q3 2026 | $3.4M | 34.5K | — | — |
| Q2 2026 | $1.8M | 74.8K | — | — |
| Q2 2026 | $353K | 14.9K | — | — |
| Q2 2026 | $3.5M | 38.0K | — | — |
| Q1 2026 | $5.3M | 214.7K | — | — |
| Q1 2026 | $422K | 19.6K | — | — |
| Q1 2026 | $3.6M | 38.4K | — | — |
| Q4 2025 | $5.3M | 210.9K | — | — |
| Q4 2025 | $449K | 21.5K | — | — |
| Q4 2025 | $3.8M | 38.1K | — | — |
| Q3 2025 | $5.6M | 223.9K | — | — |
| Q3 2025 | $473K | 21.9K | — | — |
| Q3 2025 | $3.3M | 34.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B