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Two West Capital Advisors LLC → SCHW-PJ

Two West Capital Advisors LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
11
Latest value
$10.2M
Q3 2026
Peak value
$10.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q3 2025$8.8M
Q4 2025$1.7M
Q4 2025$9M
Q1 2026$1.5M
Q1 2026$9.5M
Q2 2026$1.6M
Q2 2026$10M
Q3 2026$1.8M
Q3 2026$209K
Q3 2026$10.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.2M406.4K——
Q3 2026$209K3.9K——
Q3 2026$1.8M49.7K——
Q2 2026$10M383.2K——
Q2 2026$1.6M47.4K——
Q1 2026$9.5M352.6K——
Q1 2026$1.5M46.3K——
Q4 2025$9M339.4K——
Q4 2025$1.7M51.0K——
Q3 2025$8.8M324.1K——
Q3 2025$1.5M47.0K——

Other funds holding SCHW-PJ

Other Two West Capital Advisors LLC positions

CRDO

DIMENSIONAL ETF TRUST

$11.4M
CRDO

DIMENSIONAL ETF TRUST

$11.3M
CRDO

DIMENSIONAL ETF TRUST

$11.1M
ETHA

ISHARES TR

$10.5M
CRDO

DIMENSIONAL ETF TRUST

$10.5M
CRDO

DIMENSIONAL ETF TRUST

$10.2M
ETHA

ISHARES TR

$9.6M
ETHA

ISHARES TR

$7.3M