Back to SCHW-PJ
MATHER GROUP, LLC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
91
Latest value
$54.3M
Q3 2026
Peak value
$1.4B
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $690K |
| Q3 2025 | $2.5M |
| Q3 2025 | $220K |
| Q3 2025 | $1.3B |
| Q3 2025 | $992.8M |
| Q3 2025 | $2.7M |
| Q3 2025 | $6.4M |
| Q3 2025 | $69.9M |
| Q3 2025 | $36K |
| Q3 2025 | $3.1M |
| Q3 2025 | $2.9M |
| Q3 2025 | $460K |
| Q3 2025 | $488K |
| Q3 2025 | $735K |
| Q3 2025 | $47 |
| Q3 2025 | $1 |
| Q3 2025 | $12K |
| Q3 2025 | $6K |
| Q3 2025 | $50M |
| Q4 2025 | $806K |
| Q4 2025 | $2.5M |
| Q4 2025 | $320K |
| Q4 2025 | $1.4B |
| Q4 2025 | $1B |
| Q4 2025 | $2.6M |
| Q4 2025 | $6.6M |
| Q4 2025 | $68.6M |
| Q4 2025 | $3.2M |
| Q4 2025 | $2.9M |
| Q4 2025 | $475K |
| Q4 2025 | $516K |
| Q4 2025 | $811K |
| Q4 2025 | $50.2M |
| Q1 2026 | $709K |
| Q1 2026 | $2.4M |
| Q1 2026 | $613K |
| Q1 2026 | $1.3B |
| Q1 2026 | $1.1B |
| Q1 2026 | $2.7M |
| Q1 2026 | $6.8M |
| Q1 2026 | $68.6M |
| Q1 2026 | $53K |
| Q1 2026 | $3.5M |
| Q1 2026 | $3M |
| Q1 2026 | $487K |
| Q1 2026 | $668K |
| Q1 2026 | $810K |
| Q1 2026 | $38K |
| Q1 2026 | $50K |
| Q1 2026 | $21K |
| Q1 2026 | $194 |
| Q1 2026 | $1K |
| Q1 2026 | $51.4M |
| Q2 2026 | $733K |
| Q2 2026 | $2.7M |
| Q2 2026 | $448K |
| Q2 2026 | $440.2M |
| Q2 2026 | $351.5M |
| Q2 2026 | $3.1M |
| Q2 2026 | $8.8M |
| Q2 2026 | $76.8M |
| Q2 2026 | $72K |
| Q2 2026 | $3.7M |
| Q2 2026 | $3.6M |
| Q2 2026 | $586K |
| Q2 2026 | $787K |
| Q2 2026 | $924K |
| Q2 2026 | $146K |
| Q2 2026 | $55K |
| Q2 2026 | $17K |
| Q2 2026 | $1K |
| Q2 2026 | $53.1M |
| Q3 2026 | $915K |
| Q3 2026 | $2.9M |
| Q3 2026 | $916K |
| Q3 2026 | $353.9M |
| Q3 2026 | $257.2M |
| Q3 2026 | $2.8M |
| Q3 2026 | $7.9M |
| Q3 2026 | $78.2M |
| Q3 2026 | $114K |
| Q3 2026 | $3.8M |
| Q3 2026 | $3.3M |
| Q3 2026 | $588K |
| Q3 2026 | $1M |
| Q3 2026 | $951K |
| Q3 2026 | $416K |
| Q3 2026 | $81K |
| Q3 2026 | $29K |
| Q3 2026 | $298K |
| Q3 2026 | $54.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $54.3M | 1.09M | — | — |
| Q3 2026 | $298K | 11.9K | — | — |
| Q3 2026 | $29K | 1.2K | — | — |
| Q3 2026 | $81K | 3.7K | — | — |
| Q3 2026 | $416K | 18.8K | — | — |
| Q3 2026 | $951K | 34.6K | — | — |
| Q3 2026 | $1M | 31.6K | — | — |
| Q3 2026 | $588K | 18.7K | — | — |
| Q3 2026 | $3.3M | 94.0K | — | — |
| Q3 2026 | $3.8M | 70.6K | — | — |
| Q3 2026 | $114K | 2.7K | — | — |
| Q3 2026 | $78.2M | 2.15M | — | — |
| Q3 2026 | $7.9M | 240.6K | — | — |
| Q3 2026 | $2.8M | 83.2K | — | — |
| Q3 2026 | $257.2M | 7.72M | — | — |
| Q3 2026 | $353.9M | 9.85M | — | — |
| Q3 2026 | $916K | 30.5K | — | — |
| Q3 2026 | $2.9M | 99.0K | — | — |
| Q3 2026 | $915K | 9.4K | — | — |
| Q2 2026 | $53.1M | 1.10M | — | — |
| Q2 2026 | $1K | 39 | — | — |
| Q2 2026 | $17K | 709 | — | — |
| Q2 2026 | $55K | 2.3K | — | — |
| Q2 2026 | $146K | 6.3K | — | — |
| Q2 2026 | $924K | 33.4K | — | — |
| Q2 2026 | $787K | 24.8K | — | — |
| Q2 2026 | $586K | 18.8K | — | — |
| Q2 2026 | $3.6M | 93.6K | — | — |
| Q2 2026 | $3.7M | 70.5K | — | — |
| Q2 2026 | $72K | 1.8K | — | — |
| Q2 2026 | $76.8M | 2.12M | — | — |
| Q2 2026 | $8.8M | 242.3K | — | — |
| Q2 2026 | $3.1M | 85.3K | — | — |
| Q2 2026 | $351.5M | 10.10M | — | — |
| Q2 2026 | $440.2M | 13.01M | — | — |
| Q2 2026 | $448K | 15.2K | — | — |
| Q2 2026 | $2.7M | 94.1K | — | — |
| Q2 2026 | $733K | 7.9K | — | — |
| Q1 2026 | $51.4M | 1.10M | — | — |
| Q1 2026 | $1K | 38 | — | — |
| Q1 2026 | $194 | 8 | — | — |
| Q1 2026 | $21K | 850 | — | — |
| Q1 2026 | $50K | 2.3K | — | — |
| Q1 2026 | $38K | 1.6K | — | — |
| Q1 2026 | $810K | 32.7K | — | — |
| Q1 2026 | $668K | 21.8K | — | — |
| Q1 2026 | $487K | 17.5K | — | — |
| Q1 2026 | $3M | 93.5K | — | — |
| Q1 2026 | $3.5M | 70.9K | — | — |
| Q1 2026 | $53K | 1.4K | — | — |
| Q1 2026 | $68.6M | 2.08M | — | — |
| Q1 2026 | $6.8M | 232.5K | — | — |
| Q1 2026 | $2.7M | 86.7K | — | — |
| Q1 2026 | $1.1B | 35.34M | — | — |
| Q1 2026 | $1.3B | 43.53M | — | — |
| Q1 2026 | $613K | 23.9K | — | — |
| Q1 2026 | $2.4M | 94.1K | — | — |
| Q1 2026 | $709K | 7.5K | — | — |
| Q4 2025 | $50.2M | 1.10M | — | — |
| Q4 2025 | $811K | 33.8K | — | — |
| Q4 2025 | $516K | 18.8K | — | — |
| Q4 2025 | $475K | 17.5K | — | — |
| Q4 2025 | $2.9M | 93.5K | — | — |
| Q4 2025 | $3.2M | 71.3K | — | — |
| Q4 2025 | $68.6M | 2.10M | — | — |
| Q4 2025 | $6.6M | 230.9K | — | — |
| Q4 2025 | $2.6M | 86.0K | — | — |
| Q4 2025 | $1B | 35.13M | — | — |
| Q4 2025 | $1.4B | 41.81M | — | — |
| Q4 2025 | $320K | 11.9K | — | — |
| Q4 2025 | $2.5M | 96.4K | — | — |
| Q4 2025 | $806K | 8.1K | — | — |
| Q3 2025 | $50M | 1.10M | — | — |
| Q3 2025 | $6K | 216 | — | — |
| Q3 2025 | $12K | 470 | — | — |
| Q3 2025 | $1 | 0 | — | — |
| Q3 2025 | $47 | 2 | — | — |
| Q3 2025 | $735K | 31.6K | — | — |
| Q3 2025 | $488K | 17.9K | — | — |
| Q3 2025 | $460K | 17.5K | — | — |
| Q3 2025 | $2.9M | 93.6K | — | — |
| Q3 2025 | $3.1M | 72.1K | — | — |
| Q3 2025 | $36K | 986 | — | — |
| Q3 2025 | $69.9M | 2.10M | — | — |
| Q3 2025 | $6.4M | 230.8K | — | — |
| Q3 2025 | $2.7M | 91.1K | — | — |
| Q3 2025 | $992.8M | 34.11M | — | — |
| Q3 2025 | $1.3B | 42.17M | — | — |
| Q3 2025 | $220K | 8.4K | — | — |
| Q3 2025 | $2.5M | 97.5K | — | — |
| Q3 2025 | $690K | 7.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B