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Cohen Capital Management, Inc. → SCHW-PJ
Cohen Capital Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$20.7M
Q3 2026
Peak value
$21.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20.9M |
| Q4 2025 | $21.9M |
| Q1 2026 | $20.1M |
| Q2 2026 | $19.6M |
| Q3 2026 | $20.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.7M | 211.7K | — | — |
| Q2 2026 | $19.6M | 212.4K | — | — |
| Q1 2026 | $20.1M | 214.4K | — | — |
| Q4 2025 | $21.9M | 219.0K | — | — |
| Q3 2025 | $20.9M | 219.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B