MAFA
SCHW

MJT & Associates Financial Advisory’s Charles Schwab SCHW Stock Holding History

MJT & Associates Financial Advisory’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.64K Hold
27
– – ﹤0.01% 346
2026
Q2 		$2.49K Hold
27
– – ﹤0.01% 367
2026
Q1 		$2.54K Hold
27
– – ﹤0.01% 354
2025
Q4 		$2.7K Hold
27
– – ﹤0.01% 364
2025
Q3 		$2.58K Hold
27
– – ﹤0.01% 374
2025
Q2 		$2.46K Hold
27
– – ﹤0.01% 387
2025
Q1 		$2.11K Buy
+27
New +$2.12K ﹤0.01% 396

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHW Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Charles Schwab (SCHW) position steady in Q3 2026 at 27 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

MJT & Associates Financial Advisory first reported a position in SCHW in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.7K in Q4 2025. 100 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • MJT & Associates Financial Advisory held 27 shares of Charles Schwab worth $2.64K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Charles Schwab share count unchanged in Q3 2026.
  • Charles Schwab made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #346 holding.
  • MJT & Associates Financial Advisory first reported a position in Charles Schwab in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Charles Schwab position peaked at $2.7K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.