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TMB Capital Partners, LLC → SCHW-PJ

TMB Capital Partners, LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$6.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.7M
Q1 2026$5.1M
Q2 2026$6.1M
Q3 2026$5.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M167.7K——
Q2 2026$6.1M166.1K——
Q1 2026$5.1M166.2K——
Q4 2025$4.7M157.9K——

Other funds holding SCHW-PJ

Other TMB Capital Partners, LLC positions

VGES

VANGUARD INDEX FDS

$27.8M
VGES

VANGUARD INDEX FDS

$26.7M
VGES

VANGUARD INDEX FDS

$22.9M
VGES

VANGUARD INDEX FDS

$22.7M
ARE

ALEXANDRIA REAL ESTATE EQ IN

$21.8M
VGES

VANGUARD TAX-MANAGED FDS

$17.6M
WMT

WALMART INC

$17.4M
VGES

VANGUARD TAX-MANAGED FDS

$17.1M