Back to SCHW-PJ
Forvis Mazars Wealth Advisors, LLC → SCHW-PJ
Forvis Mazars Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
46
Latest value
$1.8M
Q3 2026
Peak value
$178.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $281K |
| Q3 2025 | $162.9M |
| Q3 2025 | $716K |
| Q3 2025 | $349K |
| Q3 2025 | $45.4M |
| Q3 2025 | $303K |
| Q3 2025 | $1.8M |
| Q4 2025 | $329K |
| Q4 2025 | $162.5M |
| Q4 2025 | $876K |
| Q4 2025 | $336K |
| Q4 2025 | $43.9M |
| Q4 2025 | $303K |
| Q4 2025 | $364K |
| Q4 2025 | $1.7M |
| Q1 2026 | $314K |
| Q1 2026 | $156.4M |
| Q1 2026 | $1.1M |
| Q1 2026 | $343K |
| Q1 2026 | $331K |
| Q1 2026 | $43M |
| Q1 2026 | $302K |
| Q1 2026 | $1.7M |
| Q2 2026 | $290K |
| Q2 2026 | $178.1M |
| Q2 2026 | $1.6M |
| Q2 2026 | $259K |
| Q2 2026 | $216K |
| Q2 2026 | $504K |
| Q2 2026 | $222K |
| Q2 2026 | $343K |
| Q2 2026 | $45.1M |
| Q2 2026 | $301K |
| Q2 2026 | $1.8M |
| Q3 2026 | $343K |
| Q3 2026 | $175.4M |
| Q3 2026 | $1.9M |
| Q3 2026 | $255K |
| Q3 2026 | $260K |
| Q3 2026 | $579K |
| Q3 2026 | $223K |
| Q3 2026 | $284K |
| Q3 2026 | $366K |
| Q3 2026 | $42.6M |
| Q3 2026 | $288K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 36.6K | — | — |
| Q3 2026 | $288K | 13.0K | — | — |
| Q3 2026 | $42.6M | 1.55M | — | — |
| Q3 2026 | $366K | 11.3K | — | — |
| Q3 2026 | $284K | 9.0K | — | — |
| Q3 2026 | $223K | 6.1K | — | — |
| Q3 2026 | $579K | 17.7K | — | — |
| Q3 2026 | $260K | 7.8K | — | — |
| Q3 2026 | $255K | 7.1K | — | — |
| Q3 2026 | $1.9M | 63.6K | — | — |
| Q3 2026 | $175.4M | 5.98M | — | — |
| Q3 2026 | $343K | 3.5K | — | — |
| Q2 2026 | $1.8M | 37.1K | — | — |
| Q2 2026 | $301K | 13.0K | — | — |
| Q2 2026 | $45.1M | 1.63M | — | — |
| Q2 2026 | $343K | 10.8K | — | — |
| Q2 2026 | $222K | 6.1K | — | — |
| Q2 2026 | $504K | 13.9K | — | — |
| Q2 2026 | $216K | 5.9K | — | — |
| Q2 2026 | $259K | 7.4K | — | — |
| Q2 2026 | $1.6M | 55.0K | — | — |
| Q2 2026 | $178.1M | 6.15M | — | — |
| Q2 2026 | $290K | 3.1K | — | — |
| Q1 2026 | $1.7M | 36.1K | — | — |
| Q1 2026 | $302K | 13.0K | — | — |
| Q1 2026 | $43M | 1.74M | — | — |
| Q1 2026 | $331K | 10.8K | — | — |
| Q1 2026 | $343K | 11.8K | — | — |
| Q1 2026 | $1.1M | 41.4K | — | — |
| Q1 2026 | $156.4M | 6.23M | — | — |
| Q1 2026 | $314K | 3.3K | — | — |
| Q4 2025 | $1.7M | 36.8K | — | — |
| Q4 2025 | $364K | 13.8K | — | — |
| Q4 2025 | $303K | 13.0K | — | — |
| Q4 2025 | $43.9M | 1.82M | — | — |
| Q4 2025 | $336K | 11.8K | — | — |
| Q4 2025 | $876K | 32.6K | — | — |
| Q4 2025 | $162.5M | 6.19M | — | — |
| Q4 2025 | $329K | 3.3K | — | — |
| Q3 2025 | $1.8M | 39.6K | — | — |
| Q3 2025 | $303K | 12.9K | — | — |
| Q3 2025 | $45.4M | 1.95M | — | — |
| Q3 2025 | $349K | 12.5K | — | — |
| Q3 2025 | $716K | 27.2K | — | — |
| Q3 2025 | $162.9M | 6.33M | — | — |
| Q3 2025 | $281K | 2.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B