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STEVENS CAPITAL PARTNERS → SCHW-PJ
STEVENS CAPITAL PARTNERS SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
40
Latest value
$1.9M
Q3 2026
Peak value
$21.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $15.1M |
| Q4 2025 | $1.9M |
| Q4 2025 | $2.6M |
| Q4 2025 | $7.2M |
| Q4 2025 | $2M |
| Q4 2025 | $8.6M |
| Q4 2025 | $3.1M |
| Q4 2025 | $612K |
| Q1 2026 | $17.1M |
| Q1 2026 | $1.6M |
| Q1 2026 | $4.5M |
| Q1 2026 | $8.4M |
| Q1 2026 | $3.3M |
| Q1 2026 | $10.2M |
| Q1 2026 | $5.6M |
| Q1 2026 | $217K |
| Q1 2026 | $1M |
| Q2 2026 | $206K |
| Q2 2026 | $15K |
| Q2 2026 | $21M |
| Q2 2026 | $1.8M |
| Q2 2026 | $6.7M |
| Q2 2026 | $10.6M |
| Q2 2026 | $5.9M |
| Q2 2026 | $10.5M |
| Q2 2026 | $8.9M |
| Q2 2026 | $325K |
| Q2 2026 | $1.7M |
| Q3 2026 | $16K |
| Q3 2026 | $216K |
| Q3 2026 | $342K |
| Q3 2026 | $21.7M |
| Q3 2026 | $2.2M |
| Q3 2026 | $7.1M |
| Q3 2026 | $9.9M |
| Q3 2026 | $7.6M |
| Q3 2026 | $13.6M |
| Q3 2026 | $10.6M |
| Q3 2026 | $317K |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 38.7K | — | — |
| Q3 2026 | $317K | 14.3K | — | — |
| Q3 2026 | $10.6M | 385.8K | — | — |
| Q3 2026 | $13.6M | 418.3K | — | — |
| Q3 2026 | $7.6M | 208.4K | — | — |
| Q3 2026 | $9.9M | 304.4K | — | — |
| Q3 2026 | $7.1M | 208.6K | — | — |
| Q3 2026 | $2.2M | 59.9K | — | — |
| Q3 2026 | $21.7M | 722.7K | — | — |
| Q3 2026 | $342K | 11.7K | — | — |
| Q3 2026 | $216K | 2.2K | — | — |
| Q3 2026 | $16K | 161 | — | — |
| Q2 2026 | $1.7M | 34.5K | — | — |
| Q2 2026 | $325K | 14.1K | — | — |
| Q2 2026 | $8.9M | 321.6K | — | — |
| Q2 2026 | $10.5M | 329.6K | — | — |
| Q2 2026 | $5.9M | 161.9K | — | — |
| Q2 2026 | $10.6M | 294.6K | — | — |
| Q2 2026 | $6.7M | 180.5K | — | — |
| Q2 2026 | $1.8M | 54.5K | — | — |
| Q2 2026 | $21M | 713.5K | — | — |
| Q2 2026 | $15K | 161 | — | — |
| Q2 2026 | $206K | 2.2K | — | — |
| Q1 2026 | $1M | 21.4K | — | — |
| Q1 2026 | $217K | 10.1K | — | — |
| Q1 2026 | $5.6M | 224.4K | — | — |
| Q1 2026 | $10.2M | 332.8K | — | — |
| Q1 2026 | $3.3M | 98.7K | — | — |
| Q1 2026 | $8.4M | 287.4K | — | — |
| Q1 2026 | $4.5M | 145.9K | — | — |
| Q1 2026 | $1.6M | 55.4K | — | — |
| Q1 2026 | $17.1M | 666.1K | — | — |
| Q4 2025 | $612K | 13.4K | — | — |
| Q4 2025 | $3.1M | 130.9K | — | — |
| Q4 2025 | $8.6M | 313.6K | — | — |
| Q4 2025 | $2M | 60.0K | — | — |
| Q4 2025 | $7.2M | 251.2K | — | — |
| Q4 2025 | $2.6M | 85.4K | — | — |
| Q4 2025 | $1.9M | 57.5K | — | — |
| Q4 2025 | $15.1M | 559.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B