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COLLECTIVE FAMILY OFFICE LLC → SCHW-PJ
COLLECTIVE FAMILY OFFICE LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
58
Latest value
$797K
Q3 2026
Peak value
$14.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $270K |
| Q3 2025 | $234K |
| Q3 2025 | $238K |
| Q3 2025 | $1.8M |
| Q3 2025 | $1.1M |
| Q3 2025 | $2.4M |
| Q3 2025 | $10.5M |
| Q3 2025 | $10.3M |
| Q3 2025 | $7.3M |
| Q3 2025 | $2.7M |
| Q3 2025 | $621K |
| Q3 2025 | $744K |
| Q4 2025 | $266K |
| Q4 2025 | $236K |
| Q4 2025 | $242K |
| Q4 2025 | $1.7M |
| Q4 2025 | $1.1M |
| Q4 2025 | $2.5M |
| Q4 2025 | $12M |
| Q4 2025 | $11.2M |
| Q4 2025 | $9.2M |
| Q4 2025 | $3M |
| Q4 2025 | $625K |
| Q4 2025 | $734K |
| Q1 2026 | $246K |
| Q1 2026 | $249K |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.2M |
| Q1 2026 | $13.2M |
| Q1 2026 | $12.1M |
| Q1 2026 | $10.2M |
| Q1 2026 | $3M |
| Q1 2026 | $394K |
| Q1 2026 | $735K |
| Q2 2026 | $277K |
| Q2 2026 | $457K |
| Q2 2026 | $2.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.4M |
| Q2 2026 | $14.5M |
| Q2 2026 | $14.9M |
| Q2 2026 | $12.2M |
| Q2 2026 | $3.5M |
| Q2 2026 | $476K |
| Q2 2026 | $744K |
| Q3 2026 | $327K |
| Q3 2026 | $255K |
| Q3 2026 | $442K |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.2M |
| Q3 2026 | $2.5M |
| Q3 2026 | $14.6M |
| Q3 2026 | $13.4M |
| Q3 2026 | $12.7M |
| Q3 2026 | $3.7M |
| Q3 2026 | $540K |
| Q3 2026 | $797K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $797K | 16.0K | — | — |
| Q3 2026 | $540K | 19.6K | — | — |
| Q3 2026 | $3.7M | 113.7K | — | — |
| Q3 2026 | $12.7M | 402.4K | — | — |
| Q3 2026 | $13.4M | 382.8K | — | — |
| Q3 2026 | $14.6M | 271.2K | — | — |
| Q3 2026 | $2.5M | 60.9K | — | — |
| Q3 2026 | $1.2M | 36.8K | — | — |
| Q3 2026 | $1.9M | 55.3K | — | — |
| Q3 2026 | $442K | 13.3K | — | — |
| Q3 2026 | $255K | 7.1K | — | — |
| Q3 2026 | $327K | 10.9K | — | — |
| Q2 2026 | $744K | 15.5K | — | — |
| Q2 2026 | $476K | 17.2K | — | — |
| Q2 2026 | $3.5M | 109.1K | — | — |
| Q2 2026 | $12.2M | 393.0K | — | — |
| Q2 2026 | $14.9M | 390.7K | — | — |
| Q2 2026 | $14.5M | 274.4K | — | — |
| Q2 2026 | $2.4M | 59.4K | — | — |
| Q2 2026 | $1.3M | 36.0K | — | — |
| Q2 2026 | $2.1M | 55.9K | — | — |
| Q2 2026 | $457K | 13.1K | — | — |
| Q2 2026 | $277K | 9.4K | — | — |
| Q1 2026 | $735K | 15.7K | — | — |
| Q1 2026 | $394K | 15.9K | — | — |
| Q1 2026 | $3M | 97.8K | — | — |
| Q1 2026 | $10.2M | 365.2K | — | — |
| Q1 2026 | $12.1M | 374.6K | — | — |
| Q1 2026 | $13.2M | 269.8K | — | — |
| Q1 2026 | $2.2M | 57.8K | — | — |
| Q1 2026 | $1.1M | 39.3K | — | — |
| Q1 2026 | $1.8M | 56.8K | — | — |
| Q1 2026 | $249K | 8.2K | — | — |
| Q1 2026 | $246K | 9.6K | — | — |
| Q4 2025 | $734K | 16.1K | — | — |
| Q4 2025 | $625K | 26.0K | — | — |
| Q4 2025 | $3M | 108.0K | — | — |
| Q4 2025 | $9.2M | 339.9K | — | — |
| Q4 2025 | $11.2M | 356.4K | — | — |
| Q4 2025 | $12M | 264.5K | — | — |
| Q4 2025 | $2.5M | 69.1K | — | — |
| Q4 2025 | $1.1M | 39.8K | — | — |
| Q4 2025 | $1.7M | 57.8K | — | — |
| Q4 2025 | $242K | 8.2K | — | — |
| Q4 2025 | $236K | 7.2K | — | — |
| Q4 2025 | $266K | 9.9K | — | — |
| Q3 2025 | $744K | 16.4K | — | — |
| Q3 2025 | $621K | 26.7K | — | — |
| Q3 2025 | $2.7M | 99.6K | — | — |
| Q3 2025 | $7.3M | 278.8K | — | — |
| Q3 2025 | $10.3M | 329.9K | — | — |
| Q3 2025 | $10.5M | 245.2K | — | — |
| Q3 2025 | $2.4M | 66.8K | — | — |
| Q3 2025 | $1.1M | 40.6K | — | — |
| Q3 2025 | $1.8M | 60.6K | — | — |
| Q3 2025 | $238K | 8.2K | — | — |
| Q3 2025 | $234K | 7.3K | — | — |
| Q3 2025 | $270K | 10.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B