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Midwest Financial Group LLC → SCHW-PJ
Midwest Financial Group LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
27
Latest value
$7.5M
Q3 2026
Peak value
$14.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $3.2M |
| Q3 2025 | $14.3M |
| Q3 2025 | $441K |
| Q3 2025 | $6M |
| Q4 2025 | $1.2M |
| Q4 2025 | $3.8M |
| Q4 2025 | $10.7M |
| Q4 2025 | $542K |
| Q4 2025 | $7.1M |
| Q1 2026 | $1.2M |
| Q1 2026 | $4M |
| Q1 2026 | $11.7M |
| Q1 2026 | $597K |
| Q1 2026 | $7.2M |
| Q2 2026 | $209K |
| Q2 2026 | $1.4M |
| Q2 2026 | $4.8M |
| Q2 2026 | $12.2M |
| Q2 2026 | $689K |
| Q2 2026 | $7.7M |
| Q3 2026 | $237K |
| Q3 2026 | $1.4M |
| Q3 2026 | $5.2M |
| Q3 2026 | $12.7M |
| Q3 2026 | $670K |
| Q3 2026 | $7.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.5M | 340.3K | — | — |
| Q3 2026 | $670K | 24.4K | — | — |
| Q3 2026 | $12.7M | 390.7K | — | — |
| Q3 2026 | $5.2M | 143.4K | — | — |
| Q3 2026 | $1.4M | 49.3K | — | — |
| Q3 2026 | $237K | 2.4K | — | — |
| Q2 2026 | $7.7M | 334.0K | — | — |
| Q2 2026 | $689K | 24.9K | — | — |
| Q2 2026 | $12.2M | 386.3K | — | — |
| Q2 2026 | $4.8M | 142.5K | — | — |
| Q2 2026 | $1.4M | 47.3K | — | — |
| Q2 2026 | $209K | 2.3K | — | — |
| Q1 2026 | $7.2M | 311.2K | — | — |
| Q1 2026 | $597K | 24.1K | — | — |
| Q1 2026 | $11.7M | 381.0K | — | — |
| Q1 2026 | $4M | 137.1K | — | — |
| Q1 2026 | $1.2M | 47.0K | — | — |
| Q4 2025 | $7.1M | 302.3K | — | — |
| Q4 2025 | $542K | 22.5K | — | — |
| Q4 2025 | $10.7M | 389.5K | — | — |
| Q4 2025 | $3.8M | 117.6K | — | — |
| Q4 2025 | $1.2M | 46.9K | — | — |
| Q3 2025 | $6M | 256.9K | — | — |
| Q3 2025 | $441K | 18.9K | — | — |
| Q3 2025 | $14.3M | 522.6K | — | — |
| Q3 2025 | $3.2M | 98.9K | — | — |
| Q3 2025 | $1.2M | 46.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B