Back to SCHW-PJ
Mid-American Wealth Advisory Group, Inc. → SCHW-PJ
Mid-American Wealth Advisory Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$3.6M
Q3 2026
Peak value
$3.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $233K |
| Q4 2025 | $2.3M |
| Q1 2026 | $233K |
| Q1 2026 | $2.3M |
| Q2 2026 | $3.2M |
| Q3 2026 | $284K |
| Q3 2026 | $313K |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 110.9K | — | — |
| Q3 2026 | $313K | 8.7K | — | — |
| Q3 2026 | $284K | 9.5K | — | — |
| Q2 2026 | $3.2M | 88.4K | — | — |
| Q1 2026 | $2.3M | 80.7K | — | — |
| Q1 2026 | $233K | 7.2K | — | — |
| Q4 2025 | $2.3M | 80.7K | — | — |
| Q4 2025 | $233K | 7.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B