Back to SCHW-PJ
MOUNT VERNON ASSOCIATES INC /MD/ → SCHW-PJ
MOUNT VERNON ASSOCIATES INC /MD/ SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
4
Latest value
$2.7M
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3M |
| Q1 2026 | $2.8M |
| Q2 2026 | $2.6M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 27.6K | — | — |
| Q2 2026 | $2.6M | 28.0K | — | — |
| Q1 2026 | $2.8M | 29.8K | — | — |
| Q4 2025 | $3M | 29.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B