Back to SCHW-PJ
MLG Wealth Management DBA Pine Grove Financial Group → SCHW-PJ
MLG Wealth Management DBA Pine Grove Financial Group SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
27
Latest value
$607K
Q3 2026
Peak value
$19.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $255K |
| Q4 2025 | $773K |
| Q4 2025 | $253K |
| Q4 2025 | $1.6M |
| Q4 2025 | $17.4M |
| Q4 2025 | $654K |
| Q1 2026 | $227K |
| Q1 2026 | $792K |
| Q1 2026 | $292K |
| Q1 2026 | $1.8M |
| Q1 2026 | $18.2M |
| Q1 2026 | $700K |
| Q2 2026 | $318K |
| Q2 2026 | $207K |
| Q2 2026 | $912K |
| Q2 2026 | $231K |
| Q2 2026 | $371K |
| Q2 2026 | $2M |
| Q2 2026 | $19.1M |
| Q2 2026 | $711K |
| Q3 2026 | $477K |
| Q3 2026 | $208K |
| Q3 2026 | $868K |
| Q3 2026 | $603K |
| Q3 2026 | $2M |
| Q3 2026 | $14.5M |
| Q3 2026 | $607K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $607K | 25.4K | — | — |
| Q3 2026 | $14.5M | 654.7K | — | — |
| Q3 2026 | $2M | 72.6K | — | — |
| Q3 2026 | $603K | 18.6K | — | — |
| Q3 2026 | $868K | 24.8K | — | — |
| Q3 2026 | $208K | 5.7K | — | — |
| Q3 2026 | $477K | 13.3K | — | — |
| Q2 2026 | $711K | 29.5K | — | — |
| Q2 2026 | $19.1M | 822.5K | — | — |
| Q2 2026 | $2M | 72.7K | — | — |
| Q2 2026 | $371K | 11.7K | — | — |
| Q2 2026 | $231K | 7.4K | — | — |
| Q2 2026 | $912K | 24.0K | — | — |
| Q2 2026 | $207K | 5.7K | — | — |
| Q2 2026 | $318K | 9.4K | — | — |
| Q1 2026 | $700K | 28.8K | — | — |
| Q1 2026 | $18.2M | 783.6K | — | — |
| Q1 2026 | $1.8M | 72.6K | — | — |
| Q1 2026 | $292K | 9.5K | — | — |
| Q1 2026 | $792K | 24.4K | — | — |
| Q1 2026 | $227K | 7.8K | — | — |
| Q4 2025 | $654K | 26.8K | — | — |
| Q4 2025 | $17.4M | 743.3K | — | — |
| Q4 2025 | $1.6M | 68.1K | — | — |
| Q4 2025 | $253K | 9.2K | — | — |
| Q4 2025 | $773K | 24.5K | — | — |
| Q4 2025 | $255K | 7.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B