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Milestone Asset Management Group, LLC → SCHW-PJ
Milestone Asset Management Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$1.6M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q3 2025 | $5M |
| Q3 2025 | $307K |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.4M |
| Q4 2025 | $3.8M |
| Q4 2025 | $5.1M |
| Q4 2025 | $313K |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.4M |
| Q1 2026 | $3.7M |
| Q1 2026 | $4.5M |
| Q1 2026 | $324K |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.6M |
| Q2 2026 | $4.1M |
| Q2 2026 | $5.2M |
| Q2 2026 | $371K |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.6M |
| Q3 2026 | $4.4M |
| Q3 2026 | $5.6M |
| Q3 2026 | $370K |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 50.7K | — | — |
| Q3 2026 | $1.5M | 47.1K | — | — |
| Q3 2026 | $370K | 11.1K | — | — |
| Q3 2026 | $5.6M | 155.3K | — | — |
| Q3 2026 | $4.4M | 145.2K | — | — |
| Q2 2026 | $1.6M | 49.1K | — | — |
| Q2 2026 | $1.7M | 46.1K | — | — |
| Q2 2026 | $371K | 10.6K | — | — |
| Q2 2026 | $5.2M | 154.9K | — | — |
| Q2 2026 | $4.1M | 139.1K | — | — |
| Q1 2026 | $1.6M | 51.6K | — | — |
| Q1 2026 | $1.4M | 48.1K | — | — |
| Q1 2026 | $324K | 10.6K | — | — |
| Q1 2026 | $4.5M | 155.0K | — | — |
| Q1 2026 | $3.7M | 143.3K | — | — |
| Q4 2025 | $1.4M | 52.4K | — | — |
| Q4 2025 | $1.4M | 48.3K | — | — |
| Q4 2025 | $313K | 10.6K | — | — |
| Q4 2025 | $5.1M | 154.8K | — | — |
| Q4 2025 | $3.8M | 141.3K | — | — |
| Q3 2025 | $1.4M | 52.9K | — | — |
| Q3 2025 | $1.4M | 49.8K | — | — |
| Q3 2025 | $307K | 10.5K | — | — |
| Q3 2025 | $5M | 155.5K | — | — |
| Q3 2025 | $3.4M | 130.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B