Back to SCHW-PJ
MFG WEALTH MANAGEMENT, INC. → SCHW-PJ
MFG WEALTH MANAGEMENT, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
17
Latest value
$1.6M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q4 2025 | $3M |
| Q4 2025 | $2M |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $3M |
| Q1 2026 | $2.2M |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.6M |
| Q2 2026 | $3.1M |
| Q2 2026 | $2M |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.5M |
| Q3 2026 | $3M |
| Q3 2026 | $2M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 65.6K | — | — |
| Q3 2026 | $2M | 61.4K | — | — |
| Q3 2026 | $3M | 123.7K | — | — |
| Q3 2026 | $1.5M | 42.9K | — | — |
| Q2 2026 | $1.5M | 62.5K | — | — |
| Q2 2026 | $2M | 64.2K | — | — |
| Q2 2026 | $3.1M | 124.4K | — | — |
| Q2 2026 | $1.6M | 47.9K | — | — |
| Q1 2026 | $1.5M | 60.2K | — | — |
| Q1 2026 | $2.2M | 72.9K | — | — |
| Q1 2026 | $3M | 120.9K | — | — |
| Q1 2026 | $1.4M | 48.2K | — | — |
| Q4 2025 | $1.3M | 53.1K | — | — |
| Q4 2025 | $1.4M | 56.6K | — | — |
| Q4 2025 | $2M | 73.2K | — | — |
| Q4 2025 | $3M | 119.6K | — | — |
| Q4 2025 | $1.6M | 49.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B