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Michels Family Financial, LLC → SCHW-PJ
Michels Family Financial, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$8.8M
Q3 2026
Peak value
$8.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $299K |
| Q3 2025 | $1.2M |
| Q3 2025 | $2.3M |
| Q3 2025 | $449K |
| Q3 2025 | $6.4M |
| Q4 2025 | $306K |
| Q4 2025 | $1.2M |
| Q4 2025 | $2.4M |
| Q4 2025 | $460K |
| Q4 2025 | $6.9M |
| Q1 2026 | $294K |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.3M |
| Q1 2026 | $470K |
| Q1 2026 | $7.9M |
| Q2 2026 | $340K |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.8M |
| Q2 2026 | $586K |
| Q2 2026 | $8.4M |
| Q3 2026 | $345K |
| Q3 2026 | $1.3M |
| Q3 2026 | $3.2M |
| Q3 2026 | $539K |
| Q3 2026 | $8.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.8M | 271.0K | — | — |
| Q3 2026 | $539K | 16.5K | — | — |
| Q3 2026 | $3.2M | 88.1K | — | — |
| Q3 2026 | $1.3M | 41.8K | — | — |
| Q3 2026 | $345K | 11.8K | — | — |
| Q2 2026 | $8.4M | 265.3K | — | — |
| Q2 2026 | $586K | 16.2K | — | — |
| Q2 2026 | $2.8M | 82.9K | — | — |
| Q2 2026 | $1.3M | 43.4K | — | — |
| Q2 2026 | $340K | 11.7K | — | — |
| Q1 2026 | $7.9M | 258.9K | — | — |
| Q1 2026 | $470K | 16.2K | — | — |
| Q1 2026 | $2.3M | 78.8K | — | — |
| Q1 2026 | $1.2M | 45.2K | — | — |
| Q1 2026 | $294K | 11.7K | — | — |
| Q4 2025 | $6.9M | 250.7K | — | — |
| Q4 2025 | $460K | 16.1K | — | — |
| Q4 2025 | $2.4M | 74.9K | — | — |
| Q4 2025 | $1.2M | 45.1K | — | — |
| Q4 2025 | $306K | 11.7K | — | — |
| Q3 2025 | $6.4M | 235.2K | — | — |
| Q3 2025 | $449K | 16.1K | — | — |
| Q3 2025 | $2.3M | 71.8K | — | — |
| Q3 2025 | $1.2M | 45.2K | — | — |
| Q3 2025 | $299K | 11.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B