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Whitcomb & Hess, Inc. → SCHW-PJ

Whitcomb & Hess, Inc. SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
11
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1M
Q3 2025$2.5M
Q4 2025$1.1M
Q4 2025$2.8M
Q1 2026$1.1M
Q1 2026$2.8M
Q2 2026$1.2M
Q2 2026$3.1M
Q3 2026$200K
Q3 2026$1.2M
Q3 2026$3.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M112.9K——
Q3 2026$1.2M31.8K——
Q3 2026$200K6.7K——
Q2 2026$3.1M113.3K——
Q2 2026$1.2M31.8K——
Q1 2026$2.8M113.5K——
Q1 2026$1.1M31.9K——
Q4 2025$2.8M111.4K——
Q4 2025$1.1M31.3K——
Q3 2025$2.5M106.7K——
Q3 2025$1M30.6K——

Other funds holding SCHW-PJ

Other Whitcomb & Hess, Inc. positions

STT-PG

SPDR SERIES TRUST

$61.5M
STT-PG

SPDR SERIES TRUST

$60.3M
VGES

VANGUARD TAX-MANAGED FDS

$56.4M
VGES

VANGUARD TAX-MANAGED FDS

$56.4M
STT-PG

SPDR SERIES TRUST

$54.7M
STT-PG

SPDR SERIES TRUST

$54.5M
STT-PG

SPDR SERIES TRUST

$50.1M
VGES

VANGUARD TAX-MANAGED FDS

$49.9M