Back to SCHW-PJ
MJT & Associates Financial Advisory Group, Inc. → SCHW-PJ
MJT & Associates Financial Advisory Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
61
Latest value
$22K
Q3 2026
Peak value
$25.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q3 2025 | $932 |
| Q3 2025 | $403K |
| Q3 2025 | $117K |
| Q3 2025 | $167K |
| Q3 2025 | $336K |
| Q3 2025 | $20.7M |
| Q3 2025 | $559 |
| Q3 2025 | $94 |
| Q3 2025 | $117K |
| Q3 2025 | $5K |
| Q4 2025 | $3K |
| Q4 2025 | $3K |
| Q4 2025 | $951 |
| Q4 2025 | $951 |
| Q4 2025 | $314K |
| Q4 2025 | $314K |
| Q4 2025 | $119K |
| Q4 2025 | $119K |
| Q4 2025 | $170K |
| Q4 2025 | $170K |
| Q4 2025 | $330K |
| Q4 2025 | $330K |
| Q4 2025 | $21.7M |
| Q4 2025 | $21.7M |
| Q4 2025 | $577 |
| Q4 2025 | $577 |
| Q4 2025 | $94 |
| Q4 2025 | $94 |
| Q4 2025 | $108K |
| Q4 2025 | $108K |
| Q1 2026 | $3K |
| Q1 2026 | $910 |
| Q1 2026 | $280K |
| Q1 2026 | $123K |
| Q1 2026 | $145K |
| Q1 2026 | $332K |
| Q1 2026 | $23.2M |
| Q1 2026 | $594 |
| Q1 2026 | $93 |
| Q1 2026 | $22K |
| Q2 2026 | $2K |
| Q2 2026 | $1K |
| Q2 2026 | $325K |
| Q2 2026 | $146K |
| Q2 2026 | $180K |
| Q2 2026 | $365K |
| Q2 2026 | $24.2M |
| Q2 2026 | $665 |
| Q2 2026 | $93 |
| Q2 2026 | $23K |
| Q3 2026 | $3K |
| Q3 2026 | $1K |
| Q3 2026 | $228K |
| Q3 2026 | $135K |
| Q3 2026 | $163K |
| Q3 2026 | $367K |
| Q3 2026 | $25.9M |
| Q3 2026 | $660 |
| Q3 2026 | $89 |
| Q3 2026 | $22K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22K | 991 | — | — |
| Q3 2026 | $89 | 4 | — | — |
| Q3 2026 | $660 | 24 | — | — |
| Q3 2026 | $25.9M | 796.9K | — | — |
| Q3 2026 | $367K | 10.1K | — | — |
| Q3 2026 | $163K | 5.0K | — | — |
| Q3 2026 | $135K | 4.0K | — | — |
| Q3 2026 | $228K | 6.3K | — | — |
| Q3 2026 | $1K | 37 | — | — |
| Q3 2026 | $3K | 27 | — | — |
| Q2 2026 | $23K | 991 | — | — |
| Q2 2026 | $93 | 4 | — | — |
| Q2 2026 | $665 | 24 | — | — |
| Q2 2026 | $24.2M | 762.2K | — | — |
| Q2 2026 | $365K | 10.1K | — | — |
| Q2 2026 | $180K | 5.0K | — | — |
| Q2 2026 | $146K | 4.0K | — | — |
| Q2 2026 | $325K | 9.6K | — | — |
| Q2 2026 | $1K | 37 | — | — |
| Q2 2026 | $2K | 27 | — | — |
| Q1 2026 | $22K | 1.0K | — | — |
| Q1 2026 | $93 | 4 | — | — |
| Q1 2026 | $594 | 24 | — | — |
| Q1 2026 | $23.2M | 756.7K | — | — |
| Q1 2026 | $332K | 10.1K | — | — |
| Q1 2026 | $145K | 5.0K | — | — |
| Q1 2026 | $123K | 4.0K | — | — |
| Q1 2026 | $280K | 9.6K | — | — |
| Q1 2026 | $910 | 37 | — | — |
| Q1 2026 | $3K | 27 | — | — |
| Q4 2025 | $108K | 5.2K | — | — |
| Q4 2025 | $108K | 5.2K | — | — |
| Q4 2025 | $94 | 4 | — | — |
| Q4 2025 | $94 | 4 | — | — |
| Q4 2025 | $577 | 24 | — | — |
| Q4 2025 | $577 | 24 | — | — |
| Q4 2025 | $21.7M | 791.5K | — | — |
| Q4 2025 | $21.7M | 791.5K | — | — |
| Q4 2025 | $330K | 10.1K | — | — |
| Q4 2025 | $330K | 10.1K | — | — |
| Q4 2025 | $170K | 6.0K | — | — |
| Q4 2025 | $170K | 6.0K | — | — |
| Q4 2025 | $119K | 4.0K | — | — |
| Q4 2025 | $119K | 4.0K | — | — |
| Q4 2025 | $314K | 9.6K | — | — |
| Q4 2025 | $314K | 9.6K | — | — |
| Q4 2025 | $951 | 37 | — | — |
| Q4 2025 | $951 | 37 | — | — |
| Q4 2025 | $3K | 27 | — | — |
| Q4 2025 | $3K | 27 | — | — |
| Q3 2025 | $5K | 214 | — | — |
| Q3 2025 | $117K | 5.4K | — | — |
| Q3 2025 | $94 | 4 | — | — |
| Q3 2025 | $559 | 24 | — | — |
| Q3 2025 | $20.7M | 758.4K | — | — |
| Q3 2025 | $336K | 10.1K | — | — |
| Q3 2025 | $167K | 6.0K | — | — |
| Q3 2025 | $117K | 4.0K | — | — |
| Q3 2025 | $403K | 12.6K | — | — |
| Q3 2025 | $932 | 37 | — | — |
| Q3 2025 | $3K | 27 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other MJT & Associates Financial Advisory Group, Inc. positions
ETHA
$33.5MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.2MISHARES CORE S&P TOTAL U.S. COM MARKET ETF
ETHA
$28.8MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$27.6MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$27.6MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$26.1MISHARES S&P 500 GROWTH ETF
ETHA
$24.4MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$24MISHARES S&P 500 GROWTH ETF