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Coquina Private Wealth LLC → SCHW-PJ
Coquina Private Wealth LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
4
Latest value
$9.4M
Q3 2026
Peak value
$9.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.3M |
| Q1 2026 | $9.3M |
| Q2 2026 | $9.9M |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 287.9K | — | — |
| Q2 2026 | $9.9M | 312.3K | — | — |
| Q1 2026 | $9.3M | 301.7K | — | — |
| Q4 2025 | $8.3M | 302.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B