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McGlone Suttner Wealth Management, Inc. → SCHW-PJ
McGlone Suttner Wealth Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$1.5M
Q3 2026
Peak value
$63.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $55M |
| Q3 2025 | $1.2M |
| Q4 2025 | $57M |
| Q4 2025 | $1.2M |
| Q1 2026 | $53.8M |
| Q1 2026 | $1.4M |
| Q2 2026 | $61.8M |
| Q2 2026 | $1.5M |
| Q3 2026 | $63.3M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 46.5K | — | — |
| Q3 2026 | $63.3M | 2.11M | — | — |
| Q2 2026 | $1.5M | 46.7K | — | — |
| Q2 2026 | $61.8M | 2.10M | — | — |
| Q1 2026 | $1.4M | 45.7K | — | — |
| Q1 2026 | $53.8M | 2.10M | — | — |
| Q4 2025 | $1.2M | 43.9K | — | — |
| Q4 2025 | $57M | 2.12M | — | — |
| Q3 2025 | $1.2M | 43.0K | — | — |
| Q3 2025 | $55M | 2.09M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B