Back to SCHW-PJ
Mokosak Advisory Group, LLC → SCHW-PJ
Mokosak Advisory Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$30.4M
Q3 2026
Peak value
$104.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $38.4M |
| Q4 2025 | $90.3M |
| Q4 2025 | $34.2M |
| Q4 2025 | $34.7M |
| Q4 2025 | $26.9M |
| Q1 2026 | $34.7M |
| Q1 2026 | $91.8M |
| Q1 2026 | $35.2M |
| Q1 2026 | $34.8M |
| Q1 2026 | $28.7M |
| Q2 2026 | $40.8M |
| Q2 2026 | $104.9M |
| Q2 2026 | $41.7M |
| Q2 2026 | $42.8M |
| Q2 2026 | $30M |
| Q3 2026 | $43.7M |
| Q3 2026 | $101.4M |
| Q3 2026 | $38.9M |
| Q3 2026 | $39M |
| Q3 2026 | $30.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.4M | 1.37M | — | — |
| Q3 2026 | $39M | 1.20M | — | — |
| Q3 2026 | $38.9M | 1.14M | — | — |
| Q3 2026 | $101.4M | 3.04M | — | — |
| Q3 2026 | $43.7M | 1.22M | — | — |
| Q2 2026 | $30M | 1.30M | — | — |
| Q2 2026 | $42.8M | 1.18M | — | — |
| Q2 2026 | $41.7M | 1.13M | — | — |
| Q2 2026 | $104.9M | 3.01M | — | — |
| Q2 2026 | $40.8M | 1.21M | — | — |
| Q1 2026 | $28.7M | 1.24M | — | — |
| Q1 2026 | $34.8M | 1.20M | — | — |
| Q1 2026 | $35.2M | 1.14M | — | — |
| Q1 2026 | $91.8M | 3.01M | — | — |
| Q1 2026 | $34.7M | 1.19M | — | — |
| Q4 2025 | $26.9M | 1.15M | — | — |
| Q4 2025 | $34.7M | 1.22M | — | — |
| Q4 2025 | $34.2M | 1.14M | — | — |
| Q4 2025 | $90.3M | 3.05M | — | — |
| Q4 2025 | $38.4M | 1.18M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B