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McCarthy Asset Management, Inc. → SCHW-PJ
McCarthy Asset Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$26M
Q3 2026
Peak value
$26M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q3 2025 | $11M |
| Q3 2025 | $4.8M |
| Q3 2025 | $23M |
| Q4 2025 | $1.2M |
| Q4 2025 | $11.6M |
| Q4 2025 | $6.4M |
| Q4 2025 | $22.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $12.2M |
| Q2 2026 | $8.1M |
| Q2 2026 | $25.5M |
| Q3 2026 | $1M |
| Q3 2026 | $12.7M |
| Q3 2026 | $7.4M |
| Q3 2026 | $26M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26M | 798.4K | — | — |
| Q3 2026 | $7.4M | 217.6K | — | — |
| Q3 2026 | $12.7M | 354.0K | — | — |
| Q3 2026 | $1M | 35.2K | — | — |
| Q2 2026 | $25.5M | 805.4K | — | — |
| Q2 2026 | $8.1M | 219.3K | — | — |
| Q2 2026 | $12.2M | 361.5K | — | — |
| Q2 2026 | $1.2M | 42.4K | — | — |
| Q4 2025 | $22.4M | 816.1K | — | — |
| Q4 2025 | $6.4M | 214.1K | — | — |
| Q4 2025 | $11.6M | 354.4K | — | — |
| Q4 2025 | $1.2M | 44.6K | — | — |
| Q3 2025 | $23M | 843.2K | — | — |
| Q3 2025 | $4.8M | 162.9K | — | — |
| Q3 2025 | $11M | 344.8K | — | — |
| Q3 2025 | $2.3M | 87.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B