Back to SCHW-PJ
Three Magnolias Financial Advisors, LLC → SCHW-PJ
Three Magnolias Financial Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
17
Latest value
$350K
Q3 2026
Peak value
$16.6M
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $14M |
| Q2 2025 | $202K |
| Q2 2025 | $292K |
| Q2 2025 | $237K |
| Q3 2025 | $15.2M |
| Q3 2025 | $213K |
| Q3 2025 | $322K |
| Q4 2025 | $15.2M |
| Q4 2025 | $214K |
| Q4 2025 | $329K |
| Q1 2026 | $13.8M |
| Q1 2026 | $334K |
| Q2 2026 | $15.7M |
| Q2 2026 | $210K |
| Q2 2026 | $388K |
| Q3 2026 | $16.6M |
| Q3 2026 | $350K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $350K | 10.7K | — | — |
| Q3 2026 | $16.6M | 461.9K | — | — |
| Q2 2026 | $388K | 10.7K | — | — |
| Q2 2026 | $210K | 5.7K | — | — |
| Q2 2026 | $15.7M | 464.0K | — | — |
| Q1 2026 | $334K | 11.5K | — | — |
| Q1 2026 | $13.8M | 473.5K | — | — |
| Q4 2025 | $329K | 11.6K | — | — |
| Q4 2025 | $214K | 7.1K | — | — |
| Q4 2025 | $15.2M | 467.0K | — | — |
| Q3 2025 | $322K | 11.6K | — | — |
| Q3 2025 | $213K | 7.2K | — | — |
| Q3 2025 | $15.2M | 477.1K | — | — |
| Q2 2025 | $237K | 8.9K | — | — |
| Q2 2025 | $292K | 11.5K | — | — |
| Q2 2025 | $202K | 7.2K | — | — |
| Q2 2025 | $14M | 478.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B