Back to SCHW-PJ
Towneley Capital Management, Inc / DE → SCHW-PJ
Towneley Capital Management, Inc / DE SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$13.4M
Q3 2026
Peak value
$13.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.9M |
| Q4 2025 | $13.1M |
| Q1 2026 | $13.3M |
| Q2 2026 | $13.4M |
| Q3 2026 | $13.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.4M | 562.8K | — | — |
| Q2 2026 | $13.4M | 557.1K | — | — |
| Q1 2026 | $13.3M | 549.2K | — | — |
| Q4 2025 | $13.1M | 537.7K | — | — |
| Q3 2025 | $12.9M | 529.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B