Back to SCHW-PJ
Cooper Financial Group → SCHW-PJ
Cooper Financial Group SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
27
Latest value
$452K
Q3 2026
Peak value
$79.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.7M |
| Q4 2025 | $2.6M |
| Q4 2025 | $6.2M |
| Q4 2025 | $61M |
| Q4 2025 | $863K |
| Q4 2025 | $364K |
| Q1 2026 | $1.7M |
| Q1 2026 | $2.8M |
| Q1 2026 | $4.6M |
| Q1 2026 | $65.1M |
| Q1 2026 | $987K |
| Q1 2026 | $4.8M |
| Q1 2026 | $514K |
| Q2 2026 | $991K |
| Q2 2026 | $3.4M |
| Q2 2026 | $5.4M |
| Q2 2026 | $79.2M |
| Q2 2026 | $910K |
| Q2 2026 | $5.5M |
| Q2 2026 | $514K |
| Q3 2026 | $1.1M |
| Q3 2026 | $3.7M |
| Q3 2026 | $6.2M |
| Q3 2026 | $78.6M |
| Q3 2026 | $938K |
| Q3 2026 | $5.8M |
| Q3 2026 | $452K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $452K | 20.5K | — | — |
| Q3 2026 | $5.8M | 209.4K | — | — |
| Q3 2026 | $938K | 28.8K | — | — |
| Q3 2026 | $78.6M | 2.36M | — | — |
| Q3 2026 | $6.2M | 173.3K | — | — |
| Q3 2026 | $3.7M | 123.5K | — | — |
| Q3 2026 | $1.1M | 11.0K | — | — |
| Q2 2026 | $514K | 22.2K | — | — |
| Q2 2026 | $5.5M | 198.2K | — | — |
| Q2 2026 | $910K | 28.7K | — | — |
| Q2 2026 | $79.2M | 2.28M | — | — |
| Q2 2026 | $5.4M | 160.2K | — | — |
| Q2 2026 | $3.4M | 114.9K | — | — |
| Q2 2026 | $991K | 10.7K | — | — |
| Q1 2026 | $514K | 22.1K | — | — |
| Q1 2026 | $4.8M | 194.4K | — | — |
| Q1 2026 | $987K | 32.2K | — | — |
| Q1 2026 | $65.1M | 2.14M | — | — |
| Q1 2026 | $4.6M | 157.0K | — | — |
| Q1 2026 | $2.8M | 111.0K | — | — |
| Q1 2026 | $1.7M | 18.2K | — | — |
| Q4 2025 | $364K | 15.6K | — | — |
| Q4 2025 | $863K | 31.5K | — | — |
| Q4 2025 | $61M | 2.06M | — | — |
| Q4 2025 | $6.2M | 189.0K | — | — |
| Q4 2025 | $2.6M | 95.0K | — | — |
| Q4 2025 | $1.7M | 16.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B