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Whitegate Investment Counselors, Inc. → SCHW-PJ
Whitegate Investment Counselors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$16.4M
Q3 2026
Peak value
$16.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.2M |
| Q4 2025 | $13.8M |
| Q1 2026 | $3.2M |
| Q1 2026 | $15.3M |
| Q2 2026 | $4M |
| Q2 2026 | $15.8M |
| Q3 2026 | $5M |
| Q3 2026 | $16.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.4M | 505.7K | — | — |
| Q3 2026 | $5M | 169.9K | — | — |
| Q2 2026 | $15.8M | 497.5K | — | — |
| Q2 2026 | $4M | 137.2K | — | — |
| Q1 2026 | $15.3M | 499.2K | — | — |
| Q1 2026 | $3.2M | 128.4K | — | — |
| Q4 2025 | $13.8M | 503.2K | — | — |
| Q4 2025 | $3.2M | 120.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B