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Tradewinds Capital Management, LLC → SCHW-PJ
Tradewinds Capital Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
62
Latest value
$3.4M
Q3 2026
Peak value
$31.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $65K |
| Q4 2025 | $31.9M |
| Q4 2025 | $1.4M |
| Q4 2025 | $20K |
| Q4 2025 | $14K |
| Q4 2025 | $3.6M |
| Q4 2025 | $13K |
| Q4 2025 | $36K |
| Q4 2025 | $129K |
| Q4 2025 | $5M |
| Q4 2025 | $2K |
| Q4 2025 | $2K |
| Q4 2025 | $32K |
| Q4 2025 | $56K |
| Q4 2025 | $5K |
| Q4 2025 | $2.2M |
| Q1 2026 | $58K |
| Q1 2026 | $10.5M |
| Q1 2026 | $529K |
| Q1 2026 | $20K |
| Q1 2026 | $40K |
| Q1 2026 | $3.9M |
| Q1 2026 | $36K |
| Q1 2026 | $146K |
| Q1 2026 | $5.6M |
| Q1 2026 | $2K |
| Q1 2026 | $2K |
| Q1 2026 | $32K |
| Q1 2026 | $55K |
| Q1 2026 | $15K |
| Q1 2026 | $2.4M |
| Q2 2026 | $57K |
| Q2 2026 | $13.4M |
| Q2 2026 | $617K |
| Q2 2026 | $23K |
| Q2 2026 | $50K |
| Q2 2026 | $4.9M |
| Q2 2026 | $49K |
| Q2 2026 | $3K |
| Q2 2026 | $34K |
| Q2 2026 | $6.9M |
| Q2 2026 | $2K |
| Q2 2026 | $2K |
| Q2 2026 | $27K |
| Q2 2026 | $55K |
| Q2 2026 | $10K |
| Q2 2026 | $2.8M |
| Q3 2026 | $61K |
| Q3 2026 | $14.4M |
| Q3 2026 | $645K |
| Q3 2026 | $22K |
| Q3 2026 | $52K |
| Q3 2026 | $4.6M |
| Q3 2026 | $49K |
| Q3 2026 | $13K |
| Q3 2026 | $7.6M |
| Q3 2026 | $2K |
| Q3 2026 | $3K |
| Q3 2026 | $26K |
| Q3 2026 | $55K |
| Q3 2026 | $9K |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 67.4K | — | — |
| Q3 2026 | $9K | 376 | — | — |
| Q3 2026 | $55K | 2.3K | — | — |
| Q3 2026 | $26K | 1.1K | — | — |
| Q3 2026 | $3K | 133 | — | — |
| Q3 2026 | $2K | 79 | — | — |
| Q3 2026 | $7.6M | 275.4K | — | — |
| Q3 2026 | $13K | 397 | — | — |
| Q3 2026 | $49K | 1.4K | — | — |
| Q3 2026 | $4.6M | 142.5K | — | — |
| Q3 2026 | $52K | 1.5K | — | — |
| Q3 2026 | $22K | 660 | — | — |
| Q3 2026 | $645K | 17.9K | — | — |
| Q3 2026 | $14.4M | 479.9K | — | — |
| Q3 2026 | $61K | 623 | — | — |
| Q2 2026 | $2.8M | 58.6K | — | — |
| Q2 2026 | $10K | 376 | — | — |
| Q2 2026 | $55K | 2.3K | — | — |
| Q2 2026 | $27K | 1.1K | — | — |
| Q2 2026 | $2K | 93 | — | — |
| Q2 2026 | $2K | 78 | — | — |
| Q2 2026 | $6.9M | 247.7K | — | — |
| Q2 2026 | $34K | 1.1K | — | — |
| Q2 2026 | $3K | 100 | — | — |
| Q2 2026 | $49K | 1.3K | — | — |
| Q2 2026 | $4.9M | 136.8K | — | — |
| Q2 2026 | $50K | 1.3K | — | — |
| Q2 2026 | $23K | 660 | — | — |
| Q2 2026 | $617K | 18.2K | — | — |
| Q2 2026 | $13.4M | 454.0K | — | — |
| Q2 2026 | $57K | 623 | — | — |
| Q1 2026 | $2.4M | 52.4K | — | — |
| Q1 2026 | $15K | 559 | — | — |
| Q1 2026 | $55K | 2.3K | — | — |
| Q1 2026 | $32K | 1.3K | — | — |
| Q1 2026 | $2K | 107 | — | — |
| Q1 2026 | $2K | 77 | — | — |
| Q1 2026 | $5.6M | 224.6K | — | — |
| Q1 2026 | $146K | 4.7K | — | — |
| Q1 2026 | $36K | 1.1K | — | — |
| Q1 2026 | $3.9M | 132.6K | — | — |
| Q1 2026 | $40K | 1.3K | — | — |
| Q1 2026 | $20K | 660 | — | — |
| Q1 2026 | $529K | 18.2K | — | — |
| Q1 2026 | $10.5M | 411.2K | — | — |
| Q1 2026 | $58K | 622 | — | — |
| Q4 2025 | $2.2M | 48.7K | — | — |
| Q4 2025 | $5K | 183 | — | — |
| Q4 2025 | $56K | 2.3K | — | — |
| Q4 2025 | $32K | 1.3K | — | — |
| Q4 2025 | $2K | 100 | — | — |
| Q4 2025 | $2K | 77 | — | — |
| Q4 2025 | $5M | 206.5K | — | — |
| Q4 2025 | $129K | 4.7K | — | — |
| Q4 2025 | $36K | 1.1K | — | — |
| Q4 2025 | $13K | 214 | — | — |
| Q4 2025 | $3.6M | 125.8K | — | — |
| Q4 2025 | $14K | 450 | — | — |
| Q4 2025 | $20K | 660 | — | — |
| Q4 2025 | $1.4M | 41.4K | — | — |
| Q4 2025 | $31.9M | 1.19M | — | — |
| Q4 2025 | $65K | 647 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B