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Kuhn & Co Investment Counsel → SCHW-PJ

Kuhn & Co Investment Counsel SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
16
Latest value
$1.7M
Q3 2026
Peak value
$7.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$439K
Q4 2025$6M
Q4 2025$1.1M
Q4 2025$821K
Q1 2026$413K
Q1 2026$6.8M
Q1 2026$1.3M
Q1 2026$852K
Q2 2026$406K
Q2 2026$7.3M
Q2 2026$1.4M
Q2 2026$865K
Q3 2026$443K
Q3 2026$7.8M
Q3 2026$1.4M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M71.3K——
Q3 2026$1.4M45.5K——
Q3 2026$7.8M144.9K——
Q3 2026$443K4.5K——
Q2 2026$865K35.8K——
Q2 2026$1.4M45.5K——
Q2 2026$7.3M139.2K——
Q2 2026$406K4.4K——
Q1 2026$852K35.1K——
Q1 2026$1.3M45.5K——
Q1 2026$6.8M139.2K——
Q1 2026$413K4.4K——
Q4 2025$821K33.7K——
Q4 2025$1.1M41.9K——
Q4 2025$6M131.9K——
Q4 2025$439K4.4K——

Other funds holding SCHW-PJ

Other Kuhn & Co Investment Counsel positions

VGES

VANGUARD INDEX FDS

$7.8M
VGES

VANGUARD INDEX FDS

$7.6M
VGES

VANGUARD INDEX FDS

$6.9M
WFC-PZ

WELLS FARGO & CO

$6.8M
AAPL

APPLE INC

$6.8M
VGES

VANGUARD INDEX FDS

$6.7M
VGES

VANGUARD INDEX FDS

$6.4M
LRCX

LAM RESEARCH CORP

$6.3M
Kuhn & Co Investment Counsel SCHW-PJ Holdings: 13F Position History | Track13F