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MinichMacGregor Wealth Management, LLC → SCHW-PJ
MinichMacGregor Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$17.7M
Q3 2026
Peak value
$17.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.1M |
| Q3 2025 | $14.9M |
| Q4 2025 | $14.8M |
| Q4 2025 | $15.2M |
| Q1 2026 | $14.6M |
| Q1 2026 | $14.1M |
| Q2 2026 | $16.9M |
| Q2 2026 | $16.6M |
| Q3 2026 | $17.4M |
| Q3 2026 | $17.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.7M | 491.2K | — | — |
| Q3 2026 | $17.4M | 579.4K | — | — |
| Q2 2026 | $16.6M | 491.8K | — | — |
| Q2 2026 | $16.9M | 574.6K | — | — |
| Q1 2026 | $14.1M | 484.2K | — | — |
| Q1 2026 | $14.6M | 570.0K | — | — |
| Q4 2025 | $15.2M | 466.8K | — | — |
| Q4 2025 | $14.8M | 551.2K | — | — |
| Q3 2025 | $14.9M | 466.4K | — | — |
| Q3 2025 | $14.1M | 536.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B