Back to SCHW-PJ
William Mack & Associates, Inc. → SCHW-PJ
William Mack & Associates, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
45
Latest value
$2K
Q3 2026
Peak value
$19.1M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $12M |
| Q4 2024 | $1.3M |
| Q4 2024 | $520K |
| Q4 2024 | $294K |
| Q1 2025 | $14.7M |
| Q1 2025 | $1.3M |
| Q1 2025 | $472K |
| Q1 2025 | $1.4M |
| Q2 2025 | $19.1M |
| Q2 2025 | $1.4M |
| Q2 2025 | $511K |
| Q2 2025 | $2.6M |
| Q3 2025 | $16.7M |
| Q3 2025 | $1.5M |
| Q3 2025 | $566K |
| Q3 2025 | $5.2M |
| Q4 2025 | $12.8M |
| Q4 2025 | $1.5M |
| Q4 2025 | $580K |
| Q4 2025 | $8M |
| Q1 2026 | $6.3M |
| Q1 2026 | $1.5M |
| Q1 2026 | $593K |
| Q1 2026 | $8.7M |
| Q2 2026 | $943K |
| Q2 2026 | $12.9M |
| Q2 2026 | $1.9M |
| Q2 2026 | $292K |
| Q2 2026 | $1M |
| Q2 2026 | $15.3M |
| Q2 2026 | $286K |
| Q3 2026 | $55K |
| Q3 2026 | $15K |
| Q3 2026 | $1.4M |
| Q3 2026 | $12.7M |
| Q3 2026 | $1.9M |
| Q3 2026 | $343K |
| Q3 2026 | $985K |
| Q3 2026 | $142K |
| Q3 2026 | $922 |
| Q3 2026 | $17.8M |
| Q3 2026 | $120K |
| Q3 2026 | $285K |
| Q3 2026 | $82K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 82 | — | — |
| Q3 2026 | $82K | 3.7K | — | — |
| Q3 2026 | $285K | 10.4K | — | — |
| Q3 2026 | $120K | 3.7K | — | — |
| Q3 2026 | $17.8M | 331.5K | — | — |
| Q3 2026 | $922 | 22 | — | — |
| Q3 2026 | $142K | 3.9K | — | — |
| Q3 2026 | $985K | 30.2K | — | — |
| Q3 2026 | $343K | 10.1K | — | — |
| Q3 2026 | $1.9M | 57.0K | — | — |
| Q3 2026 | $12.7M | 354.4K | — | — |
| Q3 2026 | $1.4M | 48.1K | — | — |
| Q3 2026 | $15K | 527 | — | — |
| Q3 2026 | $55K | 558 | — | — |
| Q2 2026 | $286K | 10.3K | — | — |
| Q2 2026 | $15.3M | 289.1K | — | — |
| Q2 2026 | $1M | 28.1K | — | — |
| Q2 2026 | $292K | 7.9K | — | — |
| Q2 2026 | $1.9M | 55.4K | — | — |
| Q2 2026 | $12.9M | 379.8K | — | — |
| Q2 2026 | $943K | 32.1K | — | — |
| Q1 2026 | $8.7M | 178.7K | — | — |
| Q1 2026 | $593K | 20.4K | — | — |
| Q1 2026 | $1.5M | 48.4K | — | — |
| Q1 2026 | $6.3M | 217.8K | — | — |
| Q4 2025 | $8M | 177.0K | — | — |
| Q4 2025 | $580K | 20.4K | — | — |
| Q4 2025 | $1.5M | 50.0K | — | — |
| Q4 2025 | $12.8M | 392.6K | — | — |
| Q3 2025 | $5.2M | 121.5K | — | — |
| Q3 2025 | $566K | 20.3K | — | — |
| Q3 2025 | $1.5M | 50.2K | — | — |
| Q3 2025 | $16.7M | 522.9K | — | — |
| Q2 2025 | $2.6M | 65.6K | — | — |
| Q2 2025 | $511K | 20.2K | — | — |
| Q2 2025 | $1.4M | 50.1K | — | — |
| Q2 2025 | $19.1M | 653.2K | — | — |
| Q1 2025 | $1.4M | 39.0K | — | — |
| Q1 2025 | $472K | 20.1K | — | — |
| Q1 2025 | $1.3M | 48.7K | — | — |
| Q1 2025 | $14.7M | 585.3K | — | — |
| Q4 2024 | $294K | 8.8K | — | — |
| Q4 2024 | $520K | 20.1K | — | — |
| Q4 2024 | $1.3M | 48.1K | — | — |
| Q4 2024 | $12M | 430.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B