Back to SCHW-PJ
M Wealth Management, LLC → SCHW-PJ
M Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$4.8M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $646K |
| Q3 2025 | $5.2M |
| Q4 2025 | $522K |
| Q4 2025 | $5.2M |
| Q1 2026 | $333K |
| Q1 2026 | $5.3M |
| Q2 2026 | $363K |
| Q2 2026 | $5.4M |
| Q3 2026 | $338K |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 190.3K | — | — |
| Q3 2026 | $338K | 15.4K | — | — |
| Q2 2026 | $5.4M | 203.9K | — | — |
| Q2 2026 | $363K | 15.3K | — | — |
| Q1 2026 | $5.3M | 200.7K | — | — |
| Q1 2026 | $333K | 15.5K | — | — |
| Q4 2025 | $5.2M | 195.6K | — | — |
| Q4 2025 | $522K | 25.0K | — | — |
| Q3 2025 | $5.2M | 191.6K | — | — |
| Q3 2025 | $646K | 29.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B