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Towercrest Capital Management → SCHW-PJ
Towercrest Capital Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
44
Latest value
$1.3M
Q3 2026
Peak value
$65.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.7M |
| Q4 2025 | $59.5M |
| Q4 2025 | $3.3M |
| Q4 2025 | $718K |
| Q4 2025 | $11.4M |
| Q4 2025 | $9M |
| Q4 2025 | $15.8M |
| Q4 2025 | $5.9M |
| Q4 2025 | $19.5M |
| Q4 2025 | $23.8M |
| Q4 2025 | $1.2M |
| Q1 2026 | $10.2M |
| Q1 2026 | $55.8M |
| Q1 2026 | $3M |
| Q1 2026 | $738K |
| Q1 2026 | $11.6M |
| Q1 2026 | $9M |
| Q1 2026 | $16.2M |
| Q1 2026 | $6.5M |
| Q1 2026 | $19.5M |
| Q1 2026 | $23.6M |
| Q1 2026 | $1.2M |
| Q2 2026 | $12M |
| Q2 2026 | $65.4M |
| Q2 2026 | $3.5M |
| Q2 2026 | $843K |
| Q2 2026 | $13.4M |
| Q2 2026 | $10.6M |
| Q2 2026 | $17.3M |
| Q2 2026 | $5.7M |
| Q2 2026 | $21.9M |
| Q2 2026 | $22.1M |
| Q2 2026 | $1.2M |
| Q3 2026 | $11.8M |
| Q3 2026 | $65.4M |
| Q3 2026 | $3.7M |
| Q3 2026 | $806K |
| Q3 2026 | $11.6M |
| Q3 2026 | $8.7M |
| Q3 2026 | $17.2M |
| Q3 2026 | $6M |
| Q3 2026 | $20.4M |
| Q3 2026 | $22.7M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 55.2K | — | — |
| Q3 2026 | $22.7M | 1.03M | — | — |
| Q3 2026 | $20.4M | 741.5K | — | — |
| Q3 2026 | $6M | 183.6K | — | — |
| Q3 2026 | $17.2M | 471.1K | — | — |
| Q3 2026 | $8.7M | 267.0K | — | — |
| Q3 2026 | $11.6M | 341.9K | — | — |
| Q3 2026 | $806K | 24.2K | — | — |
| Q3 2026 | $3.7M | 102.1K | — | — |
| Q3 2026 | $65.4M | 2.18M | — | — |
| Q3 2026 | $11.8M | 401.1K | — | — |
| Q2 2026 | $1.2M | 50.6K | — | — |
| Q2 2026 | $22.1M | 956.7K | — | — |
| Q2 2026 | $21.9M | 790.2K | — | — |
| Q2 2026 | $5.7M | 179.6K | — | — |
| Q2 2026 | $17.3M | 476.6K | — | — |
| Q2 2026 | $10.6M | 294.7K | — | — |
| Q2 2026 | $13.4M | 364.4K | — | — |
| Q2 2026 | $843K | 24.2K | — | — |
| Q2 2026 | $3.5M | 102.1K | — | — |
| Q2 2026 | $65.4M | 2.22M | — | — |
| Q2 2026 | $12M | 414.5K | — | — |
| Q1 2026 | $1.2M | 50.4K | — | — |
| Q1 2026 | $23.6M | 1.01M | — | — |
| Q1 2026 | $19.5M | 788.5K | — | — |
| Q1 2026 | $6.5M | 210.4K | — | — |
| Q1 2026 | $16.2M | 490.5K | — | — |
| Q1 2026 | $9M | 310.8K | — | — |
| Q1 2026 | $11.6M | 376.2K | — | — |
| Q1 2026 | $738K | 24.2K | — | — |
| Q1 2026 | $3M | 102.1K | — | — |
| Q1 2026 | $55.8M | 2.18M | — | — |
| Q1 2026 | $10.2M | 404.7K | — | — |
| Q4 2025 | $1.2M | 50.1K | — | — |
| Q4 2025 | $23.8M | 1.02M | — | — |
| Q4 2025 | $19.5M | 810.7K | — | — |
| Q4 2025 | $5.9M | 214.6K | — | — |
| Q4 2025 | $15.8M | 482.4K | — | — |
| Q4 2025 | $9M | 316.0K | — | — |
| Q4 2025 | $11.4M | 380.3K | — | — |
| Q4 2025 | $718K | 24.2K | — | — |
| Q4 2025 | $3.3M | 102.2K | — | — |
| Q4 2025 | $59.5M | 2.21M | — | — |
| Q4 2025 | $10.7M | 408.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B