SEC 13F Intelligence

Pa Capital LLC / SCHW

Pa Capital LLC’s Schwab Charles Corp Position

Does Pa Capital LLC own Schwab Charles Corp (SCHW)? Yes67.4K shares worth $2M (+1.71% of its 13F portfolio) as of Q3 2020.

Position Value
$2M
Q3 2020
Shares
67.4K
% of Portfolio
+1.71%
Quarters Held
3
currently held

Position History SCHW

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $2MQ2 ’20Q3 ’20: $2MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202067.4K$2M+1.71%
Q2 202067.4K$2M+1.65%
Q1 202053.2K$2M+1.58%

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