Back to SCHW-PJ
COWA, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$3.9M
Q3 2026
Peak value
$13.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $495K |
| Q3 2025 | $11.1M |
| Q3 2025 | $3.4M |
| Q3 2025 | $3.5M |
| Q4 2025 | $545K |
| Q4 2025 | $11.2M |
| Q4 2025 | $6.3M |
| Q4 2025 | $3.3M |
| Q1 2026 | $596K |
| Q1 2026 | $12.4M |
| Q1 2026 | $6.6M |
| Q1 2026 | $3.7M |
| Q2 2026 | $598K |
| Q2 2026 | $13.4M |
| Q2 2026 | $7.4M |
| Q2 2026 | $3.8M |
| Q3 2026 | $594K |
| Q3 2026 | $12.4M |
| Q3 2026 | $7.5M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 120.0K | — | — |
| Q3 2026 | $7.5M | 237.8K | — | — |
| Q3 2026 | $12.4M | 296.7K | — | — |
| Q3 2026 | $594K | 18.9K | — | — |
| Q2 2026 | $3.8M | 119.9K | — | — |
| Q2 2026 | $7.4M | 239.1K | — | — |
| Q2 2026 | $13.4M | 337.8K | — | — |
| Q2 2026 | $598K | 18.9K | — | — |
| Q1 2026 | $3.7M | 120.7K | — | — |
| Q1 2026 | $6.6M | 238.4K | — | — |
| Q1 2026 | $12.4M | 322.9K | — | — |
| Q1 2026 | $596K | 18.8K | — | — |
| Q4 2025 | $3.3M | 120.1K | — | — |
| Q4 2025 | $6.3M | 230.2K | — | — |
| Q4 2025 | $11.2M | 311.4K | — | — |
| Q4 2025 | $545K | 18.3K | — | — |
| Q3 2025 | $3.5M | 128.0K | — | — |
| Q3 2025 | $3.4M | 130.3K | — | — |
| Q3 2025 | $11.1M | 307.2K | — | — |
| Q3 2025 | $495K | 17.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B