Back to SCHW-PJ

Cobblestone Asset Management LLC → SCHW-PJ

Cobblestone Asset Management LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
2
Latest value
$4.5M
Q3 2026
Peak value
$6M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$6M
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M164.8K——
Q2 2026$6M218.4K——

Other funds holding SCHW-PJ

Other Cobblestone Asset Management LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$37.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$36.3M
ETHA

ISHARES TR

$34.4M
ETHA

ISHARES TR

$32.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$31.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$30.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$27.7M
ETHA

ISHARES TR

$18.6M