Back to SCHW-PJ
MBE Wealth Management, LLC → SCHW-PJ
MBE Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
62
Latest value
$7.6M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $480K |
| Q3 2025 | $707K |
| Q3 2025 | $392K |
| Q3 2025 | $256K |
| Q3 2025 | $2.7M |
| Q3 2025 | $226K |
| Q3 2025 | $4.6M |
| Q3 2025 | $2.7M |
| Q3 2025 | $579K |
| Q3 2025 | $1.8M |
| Q3 2025 | $8M |
| Q4 2025 | $485K |
| Q4 2025 | $723K |
| Q4 2025 | $398K |
| Q4 2025 | $261K |
| Q4 2025 | $2.6M |
| Q4 2025 | $229K |
| Q4 2025 | $202K |
| Q4 2025 | $4.5M |
| Q4 2025 | $2.8M |
| Q4 2025 | $565K |
| Q4 2025 | $1.8M |
| Q4 2025 | $8.2M |
| Q1 2026 | $457K |
| Q1 2026 | $645K |
| Q1 2026 | $384K |
| Q1 2026 | $266K |
| Q1 2026 | $2.6M |
| Q1 2026 | $317K |
| Q1 2026 | $209K |
| Q1 2026 | $4.8M |
| Q1 2026 | $2.8M |
| Q1 2026 | $443K |
| Q1 2026 | $1.4M |
| Q1 2026 | $7.7M |
| Q2 2026 | $521K |
| Q2 2026 | $766K |
| Q2 2026 | $387K |
| Q2 2026 | $356K |
| Q2 2026 | $2.9M |
| Q2 2026 | $342K |
| Q2 2026 | $245K |
| Q2 2026 | $215K |
| Q2 2026 | $5.1M |
| Q2 2026 | $3.2M |
| Q2 2026 | $449K |
| Q2 2026 | $1.4M |
| Q2 2026 | $7.8M |
| Q3 2026 | $275K |
| Q3 2026 | $953K |
| Q3 2026 | $983K |
| Q3 2026 | $348K |
| Q3 2026 | $386K |
| Q3 2026 | $2.8M |
| Q3 2026 | $403K |
| Q3 2026 | $206K |
| Q3 2026 | $370K |
| Q3 2026 | $5.2M |
| Q3 2026 | $3.2M |
| Q3 2026 | $416K |
| Q3 2026 | $1.4M |
| Q3 2026 | $7.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.6M | 301.6K | — | — |
| Q3 2026 | $1.4M | 57.3K | — | — |
| Q3 2026 | $416K | 17.6K | — | — |
| Q3 2026 | $3.2M | 117.1K | — | — |
| Q3 2026 | $5.2M | 161.0K | — | — |
| Q3 2026 | $370K | 11.8K | — | — |
| Q3 2026 | $206K | 5.9K | — | — |
| Q3 2026 | $403K | 7.5K | — | — |
| Q3 2026 | $2.8M | 76.3K | — | — |
| Q3 2026 | $386K | 11.8K | — | — |
| Q3 2026 | $348K | 10.2K | — | — |
| Q3 2026 | $983K | 27.4K | — | — |
| Q3 2026 | $953K | 31.8K | — | — |
| Q3 2026 | $275K | 9.4K | — | — |
| Q2 2026 | $7.8M | 293.5K | — | — |
| Q2 2026 | $1.4M | 58.3K | — | — |
| Q2 2026 | $449K | 18.2K | — | — |
| Q2 2026 | $3.2M | 115.8K | — | — |
| Q2 2026 | $5.1M | 161.0K | — | — |
| Q2 2026 | $215K | 6.9K | — | — |
| Q2 2026 | $245K | 6.4K | — | — |
| Q2 2026 | $342K | 6.5K | — | — |
| Q2 2026 | $2.9M | 79.0K | — | — |
| Q2 2026 | $356K | 9.8K | — | — |
| Q2 2026 | $387K | 10.5K | — | — |
| Q2 2026 | $766K | 22.6K | — | — |
| Q2 2026 | $521K | 17.7K | — | — |
| Q1 2026 | $7.7M | 287.6K | — | — |
| Q1 2026 | $1.4M | 59.3K | — | — |
| Q1 2026 | $443K | 17.8K | — | — |
| Q1 2026 | $2.8M | 114.7K | — | — |
| Q1 2026 | $4.8M | 157.7K | — | — |
| Q1 2026 | $209K | 6.5K | — | — |
| Q1 2026 | $317K | 6.5K | — | — |
| Q1 2026 | $2.6M | 78.0K | — | — |
| Q1 2026 | $266K | 9.2K | — | — |
| Q1 2026 | $384K | 12.4K | — | — |
| Q1 2026 | $645K | 22.2K | — | — |
| Q1 2026 | $457K | 17.8K | — | — |
| Q4 2025 | $8.2M | 309.7K | — | — |
| Q4 2025 | $1.8M | 75.0K | — | — |
| Q4 2025 | $565K | 22.5K | — | — |
| Q4 2025 | $2.8M | 116.0K | — | — |
| Q4 2025 | $4.5M | 162.8K | — | — |
| Q4 2025 | $202K | 6.4K | — | — |
| Q4 2025 | $229K | 5.1K | — | — |
| Q4 2025 | $2.6M | 79.3K | — | — |
| Q4 2025 | $261K | 9.2K | — | — |
| Q4 2025 | $398K | 13.2K | — | — |
| Q4 2025 | $723K | 22.2K | — | — |
| Q4 2025 | $485K | 18.0K | — | — |
| Q3 2025 | $8M | 295.1K | — | — |
| Q3 2025 | $1.8M | 73.4K | — | — |
| Q3 2025 | $579K | 23.0K | — | — |
| Q3 2025 | $2.7M | 114.4K | — | — |
| Q3 2025 | $4.6M | 167.1K | — | — |
| Q3 2025 | $226K | 5.3K | — | — |
| Q3 2025 | $2.7M | 79.7K | — | — |
| Q3 2025 | $256K | 9.2K | — | — |
| Q3 2025 | $392K | 13.2K | — | — |
| Q3 2025 | $707K | 22.1K | — | — |
| Q3 2025 | $480K | 18.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B