Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$337,708
-$6,258 QoQ
Shares Held
3,660
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,679
of 2,304 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cohen Klingenstein LLC holds $8,535,712 across 3 Capital Markets names. SCHW ranks #3 (4.0% of the industry book) .
All Filings in SCHW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,708 | 3,660 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $343,966 | 3,660 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $365,670 | 3,660 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $349,420 | 3,660 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $333,938 | 3,660 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $286,504 | 3,660 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $270,876 | 3,660 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $237,204 | 3,660 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $269,705 | 3,660 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $264,764 | 3,660 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $251,808 | 3,660 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $200,934 | 3,660 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $207,448 | 3,660 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $304,731 | 3,660 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $263,044 | 3,660 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $231,238 | 3,660 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $308,574 | 3,660 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $307,806 | 3,660 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $266,594 | 3,660 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $266,484 | 3,660 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $238,558 | 3,660 | Shares | Sole | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||