Back to SCHW-PJ
MSH Capital Advisors LLC → SCHW-PJ
MSH Capital Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
22
Latest value
$226K
Q3 2026
Peak value
$13M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.8M |
| Q3 2025 | $8.2M |
| Q3 2025 | $1.4M |
| Q4 2025 | $219K |
| Q4 2025 | $10.3M |
| Q4 2025 | $8.6M |
| Q4 2025 | $1.4M |
| Q1 2026 | $209K |
| Q1 2026 | $9.3M |
| Q1 2026 | $10M |
| Q1 2026 | $1.4M |
| Q1 2026 | $227K |
| Q2 2026 | $240K |
| Q2 2026 | $11.6M |
| Q2 2026 | $10.9M |
| Q2 2026 | $1.7M |
| Q2 2026 | $207K |
| Q3 2026 | $245K |
| Q3 2026 | $13M |
| Q3 2026 | $11.5M |
| Q3 2026 | $1.7M |
| Q3 2026 | $226K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $226K | 9.5K | — | — |
| Q3 2026 | $1.7M | 77.8K | — | — |
| Q3 2026 | $11.5M | 352.8K | — | — |
| Q3 2026 | $13M | 361.4K | — | — |
| Q3 2026 | $245K | 8.2K | — | — |
| Q2 2026 | $207K | 8.4K | — | — |
| Q2 2026 | $1.7M | 71.7K | — | — |
| Q2 2026 | $10.9M | 343.6K | — | — |
| Q2 2026 | $11.6M | 341.3K | — | — |
| Q2 2026 | $240K | 8.2K | — | — |
| Q1 2026 | $227K | 9.1K | — | — |
| Q1 2026 | $1.4M | 62.3K | — | — |
| Q1 2026 | $10M | 325.1K | — | — |
| Q1 2026 | $9.3M | 317.7K | — | — |
| Q1 2026 | $209K | 8.2K | — | — |
| Q4 2025 | $1.4M | 60.8K | — | — |
| Q4 2025 | $8.6M | 312.6K | — | — |
| Q4 2025 | $10.3M | 315.7K | — | — |
| Q4 2025 | $219K | 8.1K | — | — |
| Q3 2025 | $1.4M | 60.7K | — | — |
| Q3 2025 | $8.2M | 299.1K | — | — |
| Q3 2025 | $9.8M | 307.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B