Back to SCHW-PJ
McCarley & Cook Financial Planners → SCHW-PJ
McCarley & Cook Financial Planners SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
65
Latest value
$12K
Q3 2026
Peak value
$994K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18K |
| Q4 2025 | $61K |
| Q4 2025 | $848K |
| Q4 2025 | $27K |
| Q4 2025 | $21K |
| Q4 2025 | $22K |
| Q4 2025 | $274K |
| Q4 2025 | $8K |
| Q4 2025 | $7K |
| Q4 2025 | $5K |
| Q4 2025 | $363K |
| Q1 2026 | $13K |
| Q1 2026 | $59K |
| Q1 2026 | $922K |
| Q1 2026 | $6K |
| Q1 2026 | $28K |
| Q1 2026 | $30K |
| Q1 2026 | $84K |
| Q1 2026 | $24K |
| Q1 2026 | $5K |
| Q1 2026 | $39K |
| Q1 2026 | $55K |
| Q1 2026 | $626K |
| Q1 2026 | $298K |
| Q1 2026 | $7K |
| Q1 2026 | $11K |
| Q1 2026 | $4K |
| Q1 2026 | $5K |
| Q1 2026 | $89K |
| Q2 2026 | $13K |
| Q2 2026 | $68K |
| Q2 2026 | $919K |
| Q2 2026 | $7K |
| Q2 2026 | $32K |
| Q2 2026 | $37K |
| Q2 2026 | $92K |
| Q2 2026 | $25K |
| Q2 2026 | $5K |
| Q2 2026 | $46K |
| Q2 2026 | $61K |
| Q2 2026 | $295K |
| Q2 2026 | $333K |
| Q2 2026 | $7K |
| Q2 2026 | $12K |
| Q2 2026 | $4K |
| Q2 2026 | $5K |
| Q2 2026 | $5K |
| Q3 2026 | $13K |
| Q3 2026 | $69K |
| Q3 2026 | $994K |
| Q3 2026 | $8K |
| Q3 2026 | $30K |
| Q3 2026 | $33K |
| Q3 2026 | $93K |
| Q3 2026 | $26K |
| Q3 2026 | $5K |
| Q3 2026 | $42K |
| Q3 2026 | $62K |
| Q3 2026 | $141K |
| Q3 2026 | $331K |
| Q3 2026 | $7K |
| Q3 2026 | $11K |
| Q3 2026 | $4K |
| Q3 2026 | $5K |
| Q3 2026 | $12K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12K | 247 | — | — |
| Q3 2026 | $5K | 224 | — | — |
| Q3 2026 | $4K | 168 | — | — |
| Q3 2026 | $11K | 512 | — | — |
| Q3 2026 | $7K | 300 | — | — |
| Q3 2026 | $331K | 12.0K | — | — |
| Q3 2026 | $141K | 4.3K | — | — |
| Q3 2026 | $62K | 2.0K | — | — |
| Q3 2026 | $42K | 1.2K | — | — |
| Q3 2026 | $5K | 102 | — | — |
| Q3 2026 | $26K | 618 | — | — |
| Q3 2026 | $93K | 2.5K | — | — |
| Q3 2026 | $33K | 1.0K | — | — |
| Q3 2026 | $30K | 906 | — | — |
| Q3 2026 | $8K | 218 | — | — |
| Q3 2026 | $994K | 33.1K | — | — |
| Q3 2026 | $69K | 2.4K | — | — |
| Q3 2026 | $13K | 138 | — | — |
| Q2 2026 | $5K | 105 | — | — |
| Q2 2026 | $5K | 224 | — | — |
| Q2 2026 | $4K | 168 | — | — |
| Q2 2026 | $12K | 512 | — | — |
| Q2 2026 | $7K | 300 | — | — |
| Q2 2026 | $333K | 12.0K | — | — |
| Q2 2026 | $295K | 9.3K | — | — |
| Q2 2026 | $61K | 2.0K | — | — |
| Q2 2026 | $46K | 1.2K | — | — |
| Q2 2026 | $5K | 102 | — | — |
| Q2 2026 | $25K | 618 | — | — |
| Q2 2026 | $92K | 2.5K | — | — |
| Q2 2026 | $37K | 1.0K | — | — |
| Q2 2026 | $32K | 906 | — | — |
| Q2 2026 | $7K | 218 | — | — |
| Q2 2026 | $919K | 31.2K | — | — |
| Q2 2026 | $68K | 2.3K | — | — |
| Q2 2026 | $13K | 138 | — | — |
| Q1 2026 | $89K | 1.9K | — | — |
| Q1 2026 | $5K | 224 | — | — |
| Q1 2026 | $4K | 168 | — | — |
| Q1 2026 | $11K | 512 | — | — |
| Q1 2026 | $7K | 300 | — | — |
| Q1 2026 | $298K | 12.0K | — | — |
| Q1 2026 | $626K | 20.4K | — | — |
| Q1 2026 | $55K | 2.0K | — | — |
| Q1 2026 | $39K | 1.2K | — | — |
| Q1 2026 | $5K | 102 | — | — |
| Q1 2026 | $24K | 618 | — | — |
| Q1 2026 | $84K | 2.5K | — | — |
| Q1 2026 | $30K | 1.0K | — | — |
| Q1 2026 | $28K | 906 | — | — |
| Q1 2026 | $6K | 218 | — | — |
| Q1 2026 | $922K | 35.9K | — | — |
| Q1 2026 | $59K | 2.3K | — | — |
| Q1 2026 | $13K | 138 | — | — |
| Q4 2025 | $363K | 8.0K | — | — |
| Q4 2025 | $5K | 224 | — | — |
| Q4 2025 | $7K | 300 | — | — |
| Q4 2025 | $8K | 330 | — | — |
| Q4 2025 | $274K | 10.0K | — | — |
| Q4 2025 | $22K | 621 | — | — |
| Q4 2025 | $21K | 654 | — | — |
| Q4 2025 | $27K | 906 | — | — |
| Q4 2025 | $848K | 31.5K | — | — |
| Q4 2025 | $61K | 2.3K | — | — |
| Q4 2025 | $18K | 179 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other McCarley & Cook Financial Planners positions
ETHA
$45.3MiShares Core S&P 500 ETF
ETHA
$39.5MiShares Core S&P 500 ETF
ETHA
$30.7MiShares Core S&P 500 ETF
ETHA
$29.1MiShares Core S&P 500 ETF
VGES
$21.9MVanguard Ftse Developed Markets ETF
VGES
$21.6MVanguard Ftse Developed Markets ETF
VGES
$19MVanguard Ftse Developed Markets ETF
VGES
$16.2MVanguard Ftse Developed Markets ETF