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CUTLER INVESTMENT COUNSEL LLC → SCHW-PJ
CUTLER INVESTMENT COUNSEL LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
55
Latest value
$278K
Q3 2026
Peak value
$18.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.6M |
| Q3 2025 | $1.9M |
| Q3 2025 | $317K |
| Q3 2025 | $5.1M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.9M |
| Q3 2025 | $2.1M |
| Q3 2025 | $4.4M |
| Q3 2025 | $399K |
| Q3 2025 | $913K |
| Q4 2025 | $18.8M |
| Q4 2025 | $1.9M |
| Q4 2025 | $429K |
| Q4 2025 | $5.2M |
| Q4 2025 | $1.1M |
| Q4 2025 | $2.2M |
| Q4 2025 | $2.3M |
| Q4 2025 | $949K |
| Q4 2025 | $4.4M |
| Q4 2025 | $411K |
| Q4 2025 | $909K |
| Q1 2026 | $17.5M |
| Q1 2026 | $1.8M |
| Q1 2026 | $377K |
| Q1 2026 | $5.9M |
| Q1 2026 | $1.5M |
| Q1 2026 | $2.6M |
| Q1 2026 | $2.4M |
| Q1 2026 | $2.1M |
| Q1 2026 | $4.8M |
| Q1 2026 | $423K |
| Q1 2026 | $903K |
| Q2 2026 | $17.2M |
| Q2 2026 | $2.1M |
| Q2 2026 | $515K |
| Q2 2026 | $7.9M |
| Q2 2026 | $1.5M |
| Q2 2026 | $3.1M |
| Q2 2026 | $3.1M |
| Q2 2026 | $3.5M |
| Q2 2026 | $5.2M |
| Q2 2026 | $455K |
| Q2 2026 | $900K |
| Q3 2026 | $18M |
| Q3 2026 | $2.2M |
| Q3 2026 | $481K |
| Q3 2026 | $7M |
| Q3 2026 | $1.7M |
| Q3 2026 | $2.9M |
| Q3 2026 | $2.8M |
| Q3 2026 | $4M |
| Q3 2026 | $5.3M |
| Q3 2026 | $451K |
| Q3 2026 | $800K |
| Q3 2026 | $278K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $278K | 11.7K | — | — |
| Q3 2026 | $800K | 36.2K | — | — |
| Q3 2026 | $451K | 16.4K | — | — |
| Q3 2026 | $5.3M | 164.0K | — | — |
| Q3 2026 | $4M | 125.5K | — | — |
| Q3 2026 | $2.8M | 80.5K | — | — |
| Q3 2026 | $2.9M | 54.6K | — | — |
| Q3 2026 | $1.7M | 40.2K | — | — |
| Q3 2026 | $7M | 214.2K | — | — |
| Q3 2026 | $481K | 14.4K | — | — |
| Q3 2026 | $2.2M | 72.0K | — | — |
| Q3 2026 | $18M | 184.5K | — | — |
| Q2 2026 | $900K | 38.9K | — | — |
| Q2 2026 | $455K | 16.4K | — | — |
| Q2 2026 | $5.2M | 163.3K | — | — |
| Q2 2026 | $3.5M | 112.2K | — | — |
| Q2 2026 | $3.1M | 81.4K | — | — |
| Q2 2026 | $3.1M | 58.0K | — | — |
| Q2 2026 | $1.5M | 38.7K | — | — |
| Q2 2026 | $7.9M | 219.0K | — | — |
| Q2 2026 | $515K | 14.8K | — | — |
| Q2 2026 | $2.1M | 72.0K | — | — |
| Q2 2026 | $17.2M | 186.8K | — | — |
| Q1 2026 | $903K | 38.9K | — | — |
| Q1 2026 | $423K | 17.1K | — | — |
| Q1 2026 | $4.8M | 156.9K | — | — |
| Q1 2026 | $2.1M | 75.9K | — | — |
| Q1 2026 | $2.4M | 75.0K | — | — |
| Q1 2026 | $2.6M | 52.5K | — | — |
| Q1 2026 | $1.5M | 38.2K | — | — |
| Q1 2026 | $5.9M | 201.8K | — | — |
| Q1 2026 | $377K | 12.4K | — | — |
| Q1 2026 | $1.8M | 72.0K | — | — |
| Q1 2026 | $17.5M | 186.3K | — | — |
| Q4 2025 | $909K | 38.9K | — | — |
| Q4 2025 | $411K | 17.1K | — | — |
| Q4 2025 | $4.4M | 159.1K | — | — |
| Q4 2025 | $949K | 34.9K | — | — |
| Q4 2025 | $2.3M | 71.7K | — | — |
| Q4 2025 | $2.2M | 47.6K | — | — |
| Q4 2025 | $1.1M | 30.7K | — | — |
| Q4 2025 | $5.2M | 182.5K | — | — |
| Q4 2025 | $429K | 14.5K | — | — |
| Q4 2025 | $1.9M | 72.0K | — | — |
| Q4 2025 | $18.8M | 188.0K | — | — |
| Q3 2025 | $913K | 38.9K | — | — |
| Q3 2025 | $399K | 17.1K | — | — |
| Q3 2025 | $4.4M | 161.0K | — | — |
| Q3 2025 | $2.1M | 68.5K | — | — |
| Q3 2025 | $1.9M | 44.5K | — | — |
| Q3 2025 | $1.1M | 29.1K | — | — |
| Q3 2025 | $5.1M | 181.7K | — | — |
| Q3 2025 | $317K | 10.9K | — | — |
| Q3 2025 | $1.9M | 72.0K | — | — |
| Q3 2025 | $18.6M | 195.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B