Back to SCHW-PJ
MPS Loria Financial Planners, LLC → SCHW-PJ
MPS Loria Financial Planners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
9
Latest value
$8.4M
Q3 2026
Peak value
$11.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $60K |
| Q3 2025 | $10.8M |
| Q4 2025 | $60K |
| Q4 2025 | $11.1M |
| Q1 2026 | $60K |
| Q1 2026 | $8.9M |
| Q2 2026 | $9M |
| Q3 2026 | $49K |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 335.9K | — | — |
| Q3 2026 | $49K | 2.0K | — | — |
| Q2 2026 | $9M | 341.0K | — | — |
| Q1 2026 | $8.9M | 334.1K | — | — |
| Q1 2026 | $60K | 2.3K | — | — |
| Q4 2025 | $11.1M | 418.1K | — | — |
| Q4 2025 | $60K | 2.3K | — | — |
| Q3 2025 | $10.8M | 401.9K | — | — |
| Q3 2025 | $60K | 2.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B