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Stonehearth Capital Management, LLC → SCHW-PJ
Stonehearth Capital Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$31.5M
Q3 2026
Peak value
$31.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.8M |
| Q4 2025 | $17.7M |
| Q1 2026 | $19.7M |
| Q2 2026 | $30.7M |
| Q3 2026 | $31.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $31.5M | 967.8K | — | — |
| Q2 2026 | $30.7M | 969.3K | — | — |
| Q1 2026 | $19.7M | 643.3K | — | — |
| Q4 2025 | $17.7M | 646.8K | — | — |
| Q3 2025 | $16.8M | 616.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B