Back to SCHW-PJ
Western Reserve Capital Management, LLC → SCHW-PJ
Western Reserve Capital Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
22
Latest value
$1.1M
Q3 2026
Peak value
$9.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $314K |
| Q4 2025 | $266K |
| Q4 2025 | $247K |
| Q4 2025 | $7.7M |
| Q4 2025 | $534K |
| Q1 2026 | $300K |
| Q1 2026 | $297K |
| Q1 2026 | $356K |
| Q1 2026 | $8M |
| Q1 2026 | $526K |
| Q2 2026 | $348K |
| Q2 2026 | $216K |
| Q2 2026 | $307K |
| Q2 2026 | $400K |
| Q2 2026 | $9M |
| Q2 2026 | $998K |
| Q3 2026 | $371K |
| Q3 2026 | $207K |
| Q3 2026 | $315K |
| Q3 2026 | $399K |
| Q3 2026 | $9.5M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 44.6K | — | — |
| Q3 2026 | $9.5M | 400.2K | — | — |
| Q3 2026 | $399K | 14.5K | — | — |
| Q3 2026 | $315K | 9.7K | — | — |
| Q3 2026 | $207K | 6.2K | — | — |
| Q3 2026 | $371K | 10.3K | — | — |
| Q2 2026 | $998K | 37.7K | — | — |
| Q2 2026 | $9M | 374.3K | — | — |
| Q2 2026 | $400K | 14.4K | — | — |
| Q2 2026 | $307K | 9.7K | — | — |
| Q2 2026 | $216K | 6.2K | — | — |
| Q2 2026 | $348K | 10.3K | — | — |
| Q1 2026 | $526K | 19.8K | — | — |
| Q1 2026 | $8M | 327.9K | — | — |
| Q1 2026 | $356K | 14.4K | — | — |
| Q1 2026 | $297K | 9.7K | — | — |
| Q1 2026 | $300K | 10.3K | — | — |
| Q4 2025 | $534K | 20.2K | — | — |
| Q4 2025 | $7.7M | 314.8K | — | — |
| Q4 2025 | $247K | 10.3K | — | — |
| Q4 2025 | $266K | 9.7K | — | — |
| Q4 2025 | $314K | 9.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B