Back to SCHW-PJ
McAlister, Sweet & Associates, Inc. → SCHW-PJ
McAlister, Sweet & Associates, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
6
Latest value
$11.2M
Q3 2026
Peak value
$11.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $688K |
| Q1 2026 | $10.2M |
| Q2 2026 | $216K |
| Q2 2026 | $10.8M |
| Q3 2026 | $220K |
| Q3 2026 | $11.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.2M | 343.2K | — | — |
| Q3 2026 | $220K | 7.3K | — | — |
| Q2 2026 | $10.8M | 339.0K | — | — |
| Q2 2026 | $216K | 7.3K | — | — |
| Q1 2026 | $10.2M | 332.3K | — | — |
| Q4 2025 | $688K | 25.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B