Back to SCHW-PJ
McAdam, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
81
Latest value
$88.6M
Q3 2026
Peak value
$349.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $292K |
| Q3 2025 | $682K |
| Q3 2025 | $253.7M |
| Q3 2025 | $223.8M |
| Q3 2025 | $3.1M |
| Q3 2025 | $2.4M |
| Q3 2025 | $33.4M |
| Q3 2025 | $11.4M |
| Q3 2025 | $6.1M |
| Q3 2025 | $230.2M |
| Q3 2025 | $3.7M |
| Q3 2025 | $170.3M |
| Q3 2025 | $41.8M |
| Q3 2025 | $10.3M |
| Q3 2025 | $8.7M |
| Q3 2025 | $65.9M |
| Q4 2025 | $339K |
| Q4 2025 | $691K |
| Q4 2025 | $267.4M |
| Q4 2025 | $236.7M |
| Q4 2025 | $3.2M |
| Q4 2025 | $2.5M |
| Q4 2025 | $32.2M |
| Q4 2025 | $11.2M |
| Q4 2025 | $6M |
| Q4 2025 | $249.8M |
| Q4 2025 | $3.6M |
| Q4 2025 | $193.5M |
| Q4 2025 | $44.8M |
| Q4 2025 | $11.6M |
| Q4 2025 | $9.4M |
| Q4 2025 | $73M |
| Q1 2026 | $318K |
| Q1 2026 | $651K |
| Q1 2026 | $260.7M |
| Q1 2026 | $215.9M |
| Q1 2026 | $3.3M |
| Q1 2026 | $2.4M |
| Q1 2026 | $31M |
| Q1 2026 | $11.5M |
| Q1 2026 | $5.9M |
| Q1 2026 | $261M |
| Q1 2026 | $4.1M |
| Q1 2026 | $925 |
| Q1 2026 | $208.1M |
| Q1 2026 | $46.2M |
| Q1 2026 | $12.4M |
| Q1 2026 | $9.9M |
| Q1 2026 | $76.9M |
| Q2 2026 | $266K |
| Q2 2026 | $739K |
| Q2 2026 | $321.5M |
| Q2 2026 | $288.9M |
| Q2 2026 | $3.8M |
| Q2 2026 | $2.1M |
| Q2 2026 | $8.8M |
| Q2 2026 | $4.3M |
| Q2 2026 | $2M |
| Q2 2026 | $340M |
| Q2 2026 | $1.7M |
| Q2 2026 | $258.1M |
| Q2 2026 | $60.4M |
| Q2 2026 | $1.4M |
| Q2 2026 | $15.7M |
| Q2 2026 | $82.4M |
| Q3 2026 | $312K |
| Q3 2026 | $743K |
| Q3 2026 | $335.7M |
| Q3 2026 | $311.7M |
| Q3 2026 | $3.4M |
| Q3 2026 | $1.9M |
| Q3 2026 | $8.3M |
| Q3 2026 | $5.7M |
| Q3 2026 | $1.8M |
| Q3 2026 | $349.8M |
| Q3 2026 | $1.8M |
| Q3 2026 | $261.7M |
| Q3 2026 | $57.3M |
| Q3 2026 | $897K |
| Q3 2026 | $14.4M |
| Q3 2026 | $88.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $88.6M | 1.78M | — | — |
| Q3 2026 | $14.4M | 572.6K | — | — |
| Q3 2026 | $897K | 37.9K | — | — |
| Q3 2026 | $57.3M | 2.59M | — | — |
| Q3 2026 | $261.7M | 9.53M | — | — |
| Q3 2026 | $1.8M | 54.0K | — | — |
| Q3 2026 | $349.8M | 11.11M | — | — |
| Q3 2026 | $1.8M | 51.2K | — | — |
| Q3 2026 | $5.7M | 136.5K | — | — |
| Q3 2026 | $8.3M | 228.7K | — | — |
| Q3 2026 | $1.9M | 57.1K | — | — |
| Q3 2026 | $3.4M | 100.5K | — | — |
| Q3 2026 | $311.7M | 8.68M | — | — |
| Q3 2026 | $335.7M | 11.19M | — | — |
| Q3 2026 | $743K | 25.4K | — | — |
| Q3 2026 | $312K | 3.2K | — | — |
| Q2 2026 | $82.4M | 1.71M | — | — |
| Q2 2026 | $15.7M | 592.7K | — | — |
| Q2 2026 | $1.4M | 54.8K | — | — |
| Q2 2026 | $60.4M | 2.61M | — | — |
| Q2 2026 | $258.1M | 9.32M | — | — |
| Q2 2026 | $1.7M | 52.5K | — | — |
| Q2 2026 | $340M | 10.93M | — | — |
| Q2 2026 | $2M | 53.0K | — | — |
| Q2 2026 | $4.3M | 109.1K | — | — |
| Q2 2026 | $8.8M | 243.3K | — | — |
| Q2 2026 | $2.1M | 58.3K | — | — |
| Q2 2026 | $3.8M | 103.6K | — | — |
| Q2 2026 | $288.9M | 8.54M | — | — |
| Q2 2026 | $321.5M | 10.92M | — | — |
| Q2 2026 | $739K | 25.5K | — | — |
| Q2 2026 | $266K | 2.9K | — | — |
| Q1 2026 | $76.9M | 1.65M | — | — |
| Q1 2026 | $9.9M | 373.4K | — | — |
| Q1 2026 | $12.4M | 496.3K | — | — |
| Q1 2026 | $46.2M | 1.99M | — | — |
| Q1 2026 | $208.1M | 8.41M | — | — |
| Q1 2026 | $925 | 1.0K | — | — |
| Q1 2026 | $4.1M | 132.0K | — | — |
| Q1 2026 | $261M | 9.37M | — | — |
| Q1 2026 | $5.9M | 183.0K | — | — |
| Q1 2026 | $11.5M | 300.6K | — | — |
| Q1 2026 | $31M | 939.7K | — | — |
| Q1 2026 | $2.4M | 82.2K | — | — |
| Q1 2026 | $3.3M | 107.5K | — | — |
| Q1 2026 | $215.9M | 7.41M | — | — |
| Q1 2026 | $260.7M | 10.17M | — | — |
| Q1 2026 | $651K | 25.9K | — | — |
| Q1 2026 | $318K | 3.4K | — | — |
| Q4 2025 | $73M | 1.60M | — | — |
| Q4 2025 | $9.4M | 356.4K | — | — |
| Q4 2025 | $11.6M | 462.3K | — | — |
| Q4 2025 | $44.8M | 1.92M | — | — |
| Q4 2025 | $193.5M | 8.05M | — | — |
| Q4 2025 | $3.6M | 130.4K | — | — |
| Q4 2025 | $249.8M | 9.18M | — | — |
| Q4 2025 | $6M | 190.3K | — | — |
| Q4 2025 | $11.2M | 311.0K | — | — |
| Q4 2025 | $32.2M | 982.4K | — | — |
| Q4 2025 | $2.5M | 86.3K | — | — |
| Q4 2025 | $3.2M | 106.8K | — | — |
| Q4 2025 | $236.7M | 7.26M | — | — |
| Q4 2025 | $267.4M | 9.94M | — | — |
| Q4 2025 | $691K | 26.4K | — | — |
| Q4 2025 | $339K | 3.4K | — | — |
| Q3 2025 | $65.9M | 1.45M | — | — |
| Q3 2025 | $8.7M | 322.9K | — | — |
| Q3 2025 | $10.3M | 409.0K | — | — |
| Q3 2025 | $41.8M | 1.78M | — | — |
| Q3 2025 | $170.3M | 7.32M | — | — |
| Q3 2025 | $3.7M | 133.9K | — | — |
| Q3 2025 | $230.2M | 8.75M | — | — |
| Q3 2025 | $6.1M | 197.3K | — | — |
| Q3 2025 | $11.4M | 314.7K | — | — |
| Q3 2025 | $33.4M | 1.00M | — | — |
| Q3 2025 | $2.4M | 87.8K | — | — |
| Q3 2025 | $3.1M | 103.0K | — | — |
| Q3 2025 | $223.8M | 7.01M | — | — |
| Q3 2025 | $253.7M | 9.63M | — | — |
| Q3 2025 | $682K | 26.5K | — | — |
| Q3 2025 | $292K | 3.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B