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MFA Wealth Services → SCHW-PJ

MFA Wealth Services SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
5
Latest value
$6.6M
Q3 2026
Peak value
$6.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.3M
Q4 2025$6.3M
Q1 2026$6.2M
Q2 2026$6.2M
Q3 2026$6.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.6M203.6K——
Q2 2026$6.2M196.9K——
Q1 2026$6.2M202.2K——
Q4 2025$6.3M228.0K——
Q3 2025$6.3M229.6K——

Other funds holding SCHW-PJ

Other MFA Wealth Services positions

ETHA

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$17M
ETHA

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$16.3M
ETHA

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$15M
ETHA

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$14.6M
ETHA

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$14.4M
ETHA

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$7.4M
ETHA

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$7.3M
ETHA

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$6.7M