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Disclosery

Coign Capital Advisors LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coign Capital Advisors LLC on SCHW, newest first. How the timeline and the estimate are built.

Coign Capital Advisors LLC held 7,385 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,385 shares
    Change vs previous 13F +147 shares

    0.31% of the 13F portfolio, value $681,414.

    13F-HR 0001172661-26-002922 filed by Coign Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,238 shares
    Change vs previous 13F +418 shares

    0.36% of the 13F portfolio, value $680,227.

    13F-HR 0001172661-26-001998 filed by Coign Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,820 shares
    Change vs previous 13F +239 shares

    0.36% of the 13F portfolio, value $681,386.

    13F-HR 0001172661-26-000222 filed by Coign Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,581 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $628,288.

    13F-HR 0001172661-25-004515 filed by Coign Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).