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Allen Mooney & Barnes Investment Advisors LLC → SCHW-PJ
Allen Mooney & Barnes Investment Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$14.2M
Q3 2026
Peak value
$14.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.9M |
| Q4 2025 | $14.8M |
| Q1 2026 | $14.2M |
| Q2 2026 | $13.4M |
| Q3 2026 | $14.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.2M | 144.9K | — | — |
| Q2 2026 | $13.4M | 145.5K | — | — |
| Q1 2026 | $14.2M | 150.8K | — | — |
| Q4 2025 | $14.8M | 148.1K | — | — |
| Q3 2025 | $13.9M | 145.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B