Back to SCHW-PJ
Marquette Asset Management, LLC → SCHW-PJ
Marquette Asset Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
34
Latest value
$3M
Q3 2026
Peak value
$154.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15K |
| Q3 2025 | $36K |
| Q3 2025 | $137.1M |
| Q3 2025 | $837K |
| Q3 2025 | $2.4M |
| Q3 2025 | $7.1M |
| Q3 2025 | $2M |
| Q3 2025 | $2.6M |
| Q4 2025 | $37K |
| Q4 2025 | $138.4M |
| Q4 2025 | $760K |
| Q4 2025 | $2.5M |
| Q4 2025 | $7.2M |
| Q4 2025 | $2M |
| Q4 2025 | $2.6M |
| Q1 2026 | $6K |
| Q1 2026 | $35K |
| Q1 2026 | $124.3M |
| Q1 2026 | $782K |
| Q1 2026 | $2.5M |
| Q1 2026 | $7.4M |
| Q1 2026 | $2.7M |
| Q2 2026 | $8K |
| Q2 2026 | $145.3M |
| Q2 2026 | $774K |
| Q2 2026 | $3M |
| Q2 2026 | $9.1M |
| Q2 2026 | $3M |
| Q3 2026 | $8K |
| Q3 2026 | $154.5M |
| Q3 2026 | $741K |
| Q3 2026 | $2.6M |
| Q3 2026 | $8.2M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 108.9K | — | — |
| Q3 2026 | $8.2M | 249.9K | — | — |
| Q3 2026 | $2.6M | 75.3K | — | — |
| Q3 2026 | $741K | 22.2K | — | — |
| Q3 2026 | $154.5M | 4.30M | — | — |
| Q3 2026 | $8K | 86 | — | — |
| Q2 2026 | $3M | 109.1K | — | — |
| Q2 2026 | $9.1M | 252.8K | — | — |
| Q2 2026 | $3M | 80.3K | — | — |
| Q2 2026 | $774K | 22.2K | — | — |
| Q2 2026 | $145.3M | 4.29M | — | — |
| Q2 2026 | $8K | 86 | — | — |
| Q1 2026 | $2.7M | 109.3K | — | — |
| Q1 2026 | $7.4M | 254.2K | — | — |
| Q1 2026 | $2.5M | 81.5K | — | — |
| Q1 2026 | $782K | 25.7K | — | — |
| Q1 2026 | $124.3M | 4.27M | — | — |
| Q1 2026 | $35K | 1.4K | — | — |
| Q1 2026 | $6K | 62 | — | — |
| Q4 2025 | $2.6M | 109.6K | — | — |
| Q4 2025 | $2M | 72.3K | — | — |
| Q4 2025 | $7.2M | 254.5K | — | — |
| Q4 2025 | $2.5M | 82.0K | — | — |
| Q4 2025 | $760K | 25.7K | — | — |
| Q4 2025 | $138.4M | 4.24M | — | — |
| Q4 2025 | $37K | 1.4K | — | — |
| Q3 2025 | $2.6M | 110.0K | — | — |
| Q3 2025 | $2M | 73.5K | — | — |
| Q3 2025 | $7.1M | 255.5K | — | — |
| Q3 2025 | $2.4M | 82.0K | — | — |
| Q3 2025 | $837K | 28.8K | — | — |
| Q3 2025 | $137.1M | 4.30M | — | — |
| Q3 2025 | $36K | 1.4K | — | — |
| Q3 2025 | $15K | 160 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B