Back to SCHW-PJ
Steele Capital Management, Inc. → SCHW-PJ
Steele Capital Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
45
Latest value
$559K
Q3 2026
Peak value
$202.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $107.2M |
| Q4 2025 | $6M |
| Q4 2025 | $3M |
| Q4 2025 | $4.5M |
| Q4 2025 | $64.8M |
| Q4 2025 | $9.6M |
| Q4 2025 | $64.5M |
| Q4 2025 | $166.3M |
| Q4 2025 | $30.9M |
| Q4 2025 | $161.7M |
| Q1 2026 | $104.8M |
| Q1 2026 | $5.1M |
| Q1 2026 | $2.9M |
| Q1 2026 | $4.7M |
| Q1 2026 | $65.8M |
| Q1 2026 | $9.6M |
| Q1 2026 | $427K |
| Q1 2026 | $68.4M |
| Q1 2026 | $175.5M |
| Q1 2026 | $34.6M |
| Q1 2026 | $171.1M |
| Q2 2026 | $121.1M |
| Q2 2026 | $5.9M |
| Q2 2026 | $3.3M |
| Q2 2026 | $5.6M |
| Q2 2026 | $82.2M |
| Q2 2026 | $10.4M |
| Q2 2026 | $474K |
| Q2 2026 | $82.8M |
| Q2 2026 | $199.8M |
| Q2 2026 | $37.1M |
| Q2 2026 | $195.8M |
| Q2 2026 | $291K |
| Q3 2026 | $124.3M |
| Q3 2026 | $6.2M |
| Q3 2026 | $3M |
| Q3 2026 | $5.1M |
| Q3 2026 | $74.6M |
| Q3 2026 | $10.4M |
| Q3 2026 | $468K |
| Q3 2026 | $76.2M |
| Q3 2026 | $202.3M |
| Q3 2026 | $38.9M |
| Q3 2026 | $193.8M |
| Q3 2026 | $559K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $559K | 25.3K | — | — |
| Q3 2026 | $193.8M | 7.05M | — | — |
| Q3 2026 | $38.9M | 1.20M | — | — |
| Q3 2026 | $202.3M | 6.43M | — | — |
| Q3 2026 | $76.2M | 2.18M | — | — |
| Q3 2026 | $468K | 19.4K | — | — |
| Q3 2026 | $10.4M | 286.0K | — | — |
| Q3 2026 | $74.6M | 2.29M | — | — |
| Q3 2026 | $5.1M | 151.2K | — | — |
| Q3 2026 | $3M | 91.6K | — | — |
| Q3 2026 | $6.2M | 171.9K | — | — |
| Q3 2026 | $124.3M | 4.14M | — | — |
| Q2 2026 | $291K | 12.6K | — | — |
| Q2 2026 | $195.8M | 7.06M | — | — |
| Q2 2026 | $37.1M | 1.17M | — | — |
| Q2 2026 | $199.8M | 6.42M | — | — |
| Q2 2026 | $82.8M | 2.18M | — | — |
| Q2 2026 | $474K | 19.2K | — | — |
| Q2 2026 | $10.4M | 287.1K | — | — |
| Q2 2026 | $82.2M | 2.27M | — | — |
| Q2 2026 | $5.6M | 151.2K | — | — |
| Q2 2026 | $3.3M | 95.5K | — | — |
| Q2 2026 | $5.9M | 175.5K | — | — |
| Q2 2026 | $121.1M | 4.11M | — | — |
| Q1 2026 | $171.1M | 6.91M | — | — |
| Q1 2026 | $34.6M | 1.13M | — | — |
| Q1 2026 | $175.5M | 6.30M | — | — |
| Q1 2026 | $68.4M | 2.11M | — | — |
| Q1 2026 | $427K | 17.3K | — | — |
| Q1 2026 | $9.6M | 292.4K | — | — |
| Q1 2026 | $65.8M | 2.26M | — | — |
| Q1 2026 | $4.7M | 151.2K | — | — |
| Q1 2026 | $2.9M | 95.5K | — | — |
| Q1 2026 | $5.1M | 176.3K | — | — |
| Q1 2026 | $104.8M | 4.08M | — | — |
| Q4 2025 | $161.7M | 6.73M | — | — |
| Q4 2025 | $30.9M | 1.12M | — | — |
| Q4 2025 | $166.3M | 6.11M | — | — |
| Q4 2025 | $64.5M | 2.05M | — | — |
| Q4 2025 | $9.6M | 294.0K | — | — |
| Q4 2025 | $64.8M | 2.27M | — | — |
| Q4 2025 | $4.5M | 151.2K | — | — |
| Q4 2025 | $3M | 100.0K | — | — |
| Q4 2025 | $6M | 185.4K | — | — |
| Q4 2025 | $107.2M | 3.99M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B