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Berman McAleer LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$30.6M
Q3 2026
Peak value
$30.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $316K |
| Q3 2025 | $25.9M |
| Q4 2025 | $323K |
| Q4 2025 | $27.1M |
| Q1 2026 | $333K |
| Q1 2026 | $27.5M |
| Q2 2026 | $382K |
| Q2 2026 | $30.7M |
| Q3 2026 | $389K |
| Q3 2026 | $30.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.6M | 973.9K | — | — |
| Q3 2026 | $389K | 13.0K | — | — |
| Q2 2026 | $30.7M | 985.8K | — | — |
| Q2 2026 | $382K | 13.0K | — | — |
| Q1 2026 | $27.5M | 987.6K | — | — |
| Q1 2026 | $333K | 13.0K | — | — |
| Q4 2025 | $27.1M | 996.7K | — | — |
| Q4 2025 | $323K | 12.0K | — | — |
| Q3 2025 | $25.9M | 985.3K | — | — |
| Q3 2025 | $316K | 12.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B