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Collaborative Fund Advisors, LLC → SCHW-PJ
Collaborative Fund Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
4
Latest value
$2.2M
Q3 2026
Peak value
$2.9M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $2.9M |
| Q2 2026 | $2.9M |
| Q3 2026 | $334K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 90.1K | — | — |
| Q3 2026 | $334K | 3.4K | — | — |
| Q2 2026 | $2.9M | 121.0K | — | — |
| Q2 2026 | $2.9M | 118.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B