Back to SCHW-PJ
Mosley Wealth Management → SCHW-PJ
Mosley Wealth Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
32
Latest value
$633
Q3 2026
Peak value
$18.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $882K |
| Q1 2026 | $16K |
| Q1 2026 | $31K |
| Q1 2026 | $741K |
| Q1 2026 | $935 |
| Q1 2026 | $2K |
| Q2 2026 | $1K |
| Q2 2026 | $44K |
| Q2 2026 | $34K |
| Q2 2026 | $1K |
| Q2 2026 | $53K |
| Q2 2026 | $17.6M |
| Q2 2026 | $2K |
| Q2 2026 | $44K |
| Q2 2026 | $2K |
| Q2 2026 | $16K |
| Q2 2026 | $7K |
| Q2 2026 | $318 |
| Q2 2026 | $626 |
| Q3 2026 | $1K |
| Q3 2026 | $45K |
| Q3 2026 | $31K |
| Q3 2026 | $1K |
| Q3 2026 | $193K |
| Q3 2026 | $18.4M |
| Q3 2026 | $2K |
| Q3 2026 | $46K |
| Q3 2026 | $2K |
| Q3 2026 | $15K |
| Q3 2026 | $6K |
| Q3 2026 | $305 |
| Q3 2026 | $633 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $633 | 13 | — | — |
| Q3 2026 | $305 | 12 | — | — |
| Q3 2026 | $6K | 272 | — | — |
| Q3 2026 | $15K | 675 | — | — |
| Q3 2026 | $2K | 63 | — | — |
| Q3 2026 | $46K | 1.4K | — | — |
| Q3 2026 | $2K | 46 | — | — |
| Q3 2026 | $18.4M | 341.7K | — | — |
| Q3 2026 | $193K | 4.5K | — | — |
| Q3 2026 | $1K | 31 | — | — |
| Q3 2026 | $31K | 953 | — | — |
| Q3 2026 | $45K | 1.5K | — | — |
| Q3 2026 | $1K | 13 | — | — |
| Q2 2026 | $626 | 13 | — | — |
| Q2 2026 | $318 | 12 | — | — |
| Q2 2026 | $7K | 272 | — | — |
| Q2 2026 | $16K | 675 | — | — |
| Q2 2026 | $2K | 63 | — | — |
| Q2 2026 | $44K | 1.4K | — | — |
| Q2 2026 | $2K | 46 | — | — |
| Q2 2026 | $17.6M | 333.9K | — | — |
| Q2 2026 | $53K | 1.3K | — | — |
| Q2 2026 | $1K | 31 | — | — |
| Q2 2026 | $34K | 953 | — | — |
| Q2 2026 | $44K | 1.5K | — | — |
| Q2 2026 | $1K | 13 | — | — |
| Q1 2026 | $2K | 64 | — | — |
| Q1 2026 | $935 | 30 | — | — |
| Q1 2026 | $741K | 17.3K | — | — |
| Q1 2026 | $31K | 868 | — | — |
| Q1 2026 | $16K | 504 | — | — |
| Q4 2025 | $882K | 20.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Mosley Wealth Management positions
VGES
$13.8MVANGUARD MEGA CAP ETF
JPM-PM
$13.6MJPMORGAN EQUITY PREMIUM INCOME ETF
BTCW
$13.5MWISDOMTREE FLOATING RATE TREASURY FUND
JPM-PM
$13.4MJPMORGAN EQUITY PREMIUM INCOME ETF
VGES
$13.3MVANGUARD MORNINGSTAR GROWTH ETF
VLO
$12.7MVANGUARD HEALTH CARE ETF
BTCW
$12.5MWISDOMTREE FLOATING RATE TREASURY FUND
AAPL
$12.1MAPPLE INC COM