Back to SCHW-PJ
MBM WEALTH CONSULTANTS, LLC → SCHW-PJ
MBM WEALTH CONSULTANTS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$28.6M
Q3 2026
Peak value
$28.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q3 2025 | $19.7M |
| Q4 2025 | $1.8M |
| Q4 2025 | $21.9M |
| Q1 2026 | $1.8M |
| Q1 2026 | $3K |
| Q1 2026 | $48K |
| Q1 2026 | $18K |
| Q1 2026 | $650 |
| Q1 2026 | $17K |
| Q1 2026 | $47K |
| Q1 2026 | $23.4M |
| Q2 2026 | $2M |
| Q2 2026 | $26.8M |
| Q3 2026 | $2.2M |
| Q3 2026 | $28.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.6M | 1.20M | — | — |
| Q3 2026 | $2.2M | 22.7K | — | — |
| Q2 2026 | $26.8M | 1.11M | — | — |
| Q2 2026 | $2M | 21.7K | — | — |
| Q1 2026 | $23.4M | 962.9K | — | — |
| Q1 2026 | $47K | 1.9K | — | — |
| Q1 2026 | $17K | 549 | — | — |
| Q1 2026 | $650 | 21 | — | — |
| Q1 2026 | $18K | 576 | — | — |
| Q1 2026 | $48K | 1.7K | — | — |
| Q1 2026 | $3K | 118 | — | — |
| Q1 2026 | $1.8M | 18.7K | — | — |
| Q4 2025 | $21.9M | 899.7K | — | — |
| Q4 2025 | $1.8M | 17.7K | — | — |
| Q3 2025 | $19.7M | 806.8K | — | — |
| Q3 2025 | $1.7M | 17.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B