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Verde Capital Management → SCHW-PJ
Verde Capital Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
14
Latest value
$3.4M
Q3 2026
Peak value
$55.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $40.4M |
| Q3 2025 | $4.8M |
| Q4 2025 | $44.4M |
| Q4 2025 | $5M |
| Q1 2026 | $48.6M |
| Q1 2026 | $4.7M |
| Q2 2026 | $214K |
| Q2 2026 | $2.4M |
| Q2 2026 | $53.6M |
| Q2 2026 | $4.5M |
| Q3 2026 | $221K |
| Q3 2026 | $5.1M |
| Q3 2026 | $55.8M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 136.4K | — | — |
| Q3 2026 | $55.8M | 1.04M | — | — |
| Q3 2026 | $5.1M | 121.0K | — | — |
| Q3 2026 | $221K | 7.4K | — | — |
| Q2 2026 | $4.5M | 169.4K | — | — |
| Q2 2026 | $53.6M | 1.02M | — | — |
| Q2 2026 | $2.4M | 60.2K | — | — |
| Q2 2026 | $214K | 7.3K | — | — |
| Q1 2026 | $4.7M | 178.2K | — | — |
| Q1 2026 | $48.6M | 992.3K | — | — |
| Q4 2025 | $5M | 189.0K | — | — |
| Q4 2025 | $44.4M | 981.0K | — | — |
| Q3 2025 | $4.8M | 178.6K | — | — |
| Q3 2025 | $40.4M | 940.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B