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TANDEM CAPITAL MANAGEMENT CORP /ADV → SCHW-PJ

TANDEM CAPITAL MANAGEMENT CORP /ADV SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
10
Latest value
$593K
Q3 2026
Peak value
$4.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.7M
Q3 2025$585K
Q4 2025$4.9M
Q4 2025$592K
Q1 2026$4.4M
Q1 2026$545K
Q2 2026$4.3M
Q2 2026$640K
Q3 2026$4.5M
Q3 2026$593K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$593K17.0K——
Q3 2026$4.5M46.3K——
Q2 2026$640K16.8K——
Q2 2026$4.3M46.8K——
Q1 2026$545K16.8K——
Q1 2026$4.4M47.0K——
Q4 2025$592K18.8K——
Q4 2025$4.9M49.3K——
Q3 2025$585K18.8K——
Q3 2025$4.7M49.3K——

Other funds holding SCHW-PJ

Other TANDEM CAPITAL MANAGEMENT CORP /ADV positions

MSFT

MICROSOFT CORP

$12.6M
GE

GE AEROSPACE

$12.2M
MSFT

MICROSOFT CORP

$11.3M
GOOGN

ALPHABET INC

$11.3M
AMAT

APPLIED MATLS INC

$11.3M
MSFT

MICROSOFT CORP

$11.3M
GOOGN

ALPHABET INC

$10.6M
GEV

GE VERNOVA INC

$10.5M