Back to SCHW-PJ
MFA WEALTH ADVISORS, LLC → SCHW-PJ
MFA WEALTH ADVISORS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$882K
Q3 2026
Peak value
$46.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.7M |
| Q3 2025 | $38.3M |
| Q3 2025 | $934K |
| Q4 2025 | $18.9M |
| Q4 2025 | $40.6M |
| Q4 2025 | $864K |
| Q1 2026 | $19.8M |
| Q1 2026 | $44.2M |
| Q1 2026 | $949K |
| Q2 2026 | $23.7M |
| Q2 2026 | $45.6M |
| Q2 2026 | $862K |
| Q3 2026 | $24.3M |
| Q3 2026 | $5.4M |
| Q3 2026 | $46.1M |
| Q3 2026 | $882K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $882K | 27.1K | — | — |
| Q3 2026 | $46.1M | 856.7K | — | — |
| Q3 2026 | $5.4M | 159.1K | — | — |
| Q3 2026 | $24.3M | 808.9K | — | — |
| Q2 2026 | $862K | 27.2K | — | — |
| Q2 2026 | $45.6M | 864.8K | — | — |
| Q2 2026 | $23.7M | 806.1K | — | — |
| Q1 2026 | $949K | 30.9K | — | — |
| Q1 2026 | $44.2M | 902.9K | — | — |
| Q1 2026 | $19.8M | 772.0K | — | — |
| Q4 2025 | $864K | 31.5K | — | — |
| Q4 2025 | $40.6M | 896.9K | — | — |
| Q4 2025 | $18.9M | 702.1K | — | — |
| Q3 2025 | $934K | 34.2K | — | — |
| Q3 2025 | $38.3M | 891.0K | — | — |
| Q3 2025 | $17.7M | 673.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B