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MeadowBrook Investment Advisors LLC → SCHW-PJ
MeadowBrook Investment Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
28
Latest value
$515K
Q3 2026
Peak value
$5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.2M |
| Q4 2025 | $148K |
| Q4 2025 | $418K |
| Q4 2025 | $466K |
| Q4 2025 | $93K |
| Q4 2025 | $270K |
| Q4 2025 | $502K |
| Q1 2026 | $4.1M |
| Q1 2026 | $150K |
| Q1 2026 | $1M |
| Q1 2026 | $2.3M |
| Q1 2026 | $87K |
| Q1 2026 | $312K |
| Q1 2026 | $521K |
| Q2 2026 | $4.7M |
| Q2 2026 | $171K |
| Q2 2026 | $1.5M |
| Q2 2026 | $3.2M |
| Q2 2026 | $96K |
| Q2 2026 | $309K |
| Q2 2026 | $539K |
| Q3 2026 | $5M |
| Q3 2026 | $170K |
| Q3 2026 | $1.6M |
| Q3 2026 | $3.2M |
| Q3 2026 | $93K |
| Q3 2026 | $328K |
| Q3 2026 | $515K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $515K | 19.1K | — | — |
| Q3 2026 | $328K | 9.3K | — | — |
| Q3 2026 | $93K | 2.7K | — | — |
| Q3 2026 | $3.2M | 96.7K | — | — |
| Q3 2026 | $1.6M | 46.4K | — | — |
| Q3 2026 | $170K | 4.9K | — | — |
| Q3 2026 | $5M | 167.8K | — | — |
| Q2 2026 | $539K | 19.4K | — | — |
| Q2 2026 | $309K | 9.7K | — | — |
| Q2 2026 | $96K | 2.7K | — | — |
| Q2 2026 | $3.2M | 87.8K | — | — |
| Q2 2026 | $1.5M | 40.6K | — | — |
| Q2 2026 | $171K | 4.9K | — | — |
| Q2 2026 | $4.7M | 160.9K | — | — |
| Q1 2026 | $521K | 21.0K | — | — |
| Q1 2026 | $312K | 10.2K | — | — |
| Q1 2026 | $87K | 2.7K | — | — |
| Q1 2026 | $2.3M | 78.5K | — | — |
| Q1 2026 | $1M | 33.3K | — | — |
| Q1 2026 | $150K | 4.9K | — | — |
| Q1 2026 | $4.1M | 161.3K | — | — |
| Q4 2025 | $502K | 20.9K | — | — |
| Q4 2025 | $270K | 9.9K | — | — |
| Q4 2025 | $93K | 2.8K | — | — |
| Q4 2025 | $466K | 16.4K | — | — |
| Q4 2025 | $418K | 13.9K | — | — |
| Q4 2025 | $148K | 5.0K | — | — |
| Q4 2025 | $4.2M | 157.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B