SEC 13F Intelligence

Js Capital Management LLC / SCHW

Js Capital Management LLC’s Schwab Charles Corp Position

Does Js Capital Management LLC own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 400.0K shares worth $28M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$28M
Q4 2023
Shares
400.0K
% of Portfolio
+3.29%
Quarters Held
4
position exited

Position History SCHW

Reported value by quarter
Q1 ’23: $1MQ1 ’23Q2 ’23: $15MQ2 ’23Q3 ’23: $21MQ3 ’23Q4 ’23: $28MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023400.0K$28M+3.29%
Q3 2023390.0K$21M+2.92%
Q2 2023265.0K$15M+1.97%
Q1 202322.6K$1M+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Js Capital Management LLC’s full portfolio or all institutional holders of SCHW.