Who owns SCHWAB CHARLES FAMILY FD?
- Ticker: SCTXX
- CUSIP Number: 808515530
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Analyze quarterly positions in Schwab Charles Family with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SCHWAB CHARLES FAMILY FD this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
WMS Partners | 48M | $48M | 9% | Dec 2023 |
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Integrated Investment Consultants | 20M | $20M | 100% | Mar 2024 |
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InterOcean Capital Group | 19M | $19M | 1% | Dec 2023 |
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CI Private Wealth | 18M | $18M | 100% | Dec 2023 |
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Turtle Creek Wealth Advisors | 13M | $13M | 100% | Dec 2023 |
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Rappaport Reiches Capital Management | 11M | $11M | -20% | Mar 2024 |
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Badgley Phelps Wealth Managers | 9.1M | $9.1M | 100% | Dec 2023 |
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Creative Planning | 8.1M | $8.1M | 232% | Dec 2023 |
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Captrust Financial Advisors | 8.0M | $8.0M | -48% | Dec 2023 |
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CWM | 7.3M | $7.3M | 14% | Mar 2024 |
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Mariner Wealth Advisors | 7.3M | $7.3M | 100% | Dec 2023 |
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Sowell Financial Services | 4.3M | $4.3M | -1% | Dec 2023 |
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Spectrum Asset Management | 4.0M | $4.0M | 11% | Mar 2024 |
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Titleist Asset Management | 3.7M | $3.7M | 100% | Dec 2023 |
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Narus Financial Partners | 3.7M | $3.7M | -27% | Mar 2024 |
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Independent Advisor Alliance | 3.5M | $3.5M | -11% | Dec 2023 |
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9258 Wealth Management | 3.3M | $3.3M | 20% | Dec 2023 |
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CMG Global Holdings | 3.3M | $3.3M | -10% | Dec 2023 |
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Opes Wealth Management | 3.0M | $3.0M | -34% | Dec 2023 |
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Evanson Asset Management | 2.6M | $2.6M | -25% | Mar 2024 |
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Apollon Wealth Management | 2.2M | $2.2M | 34% | Dec 2023 |
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Wealth Enhancement Advisory Services | 2.1M | $2.1M | -16% | Mar 2024 |
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Zacks Investment Management | 1.6M | $1.6M | 3% | Dec 2023 |
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Baker Tilly Financial | 1.6M | $1.6M | 46% | Dec 2023 |
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BetterWealth | 1.6M | $1.6M | 1% | Mar 2024 |
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Mercer Global Advisors | 1.6M | $1.6M | 1% | Dec 2023 |
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We Are One Seven | 1.4M | $1.4M | 1% | Dec 2023 |
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Arkfeld Wealth Strategies | 1.4M | $1.4M | 7% | Mar 2024 |
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Cedar Brook Financial Partners | 1.3M | $1.3M | 100% | Mar 2024 |
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SFMG Wealth Advisors | 1.2M | $1.2M | 100% | Dec 2023 |
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Warner Financial | 1.1M | $1.1M | 1086% | Mar 2024 |
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Catalyst Private Wealth | 1.1M | $1.1M | 100% | Mar 2024 |
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McAdam | 1.1M | $1.1M | 0% | Mar 2024 |
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Westover Capital Advisors | 1.1M | $1.1M | 67% | Dec 2023 |
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Partnership Wealth Management | 1.0M | $1.0M | 1% | Mar 2024 |
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Ami Investment Management | 1.0M | $1.0M | 1% | Mar 2024 |
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CFG Asset Management | 1.0M | $1.0M | 1% | Dec 2023 |
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BBK Capital Partners | 1.0M | $1.0M | 100% | Dec 2023 |
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Steel Peak Wealth Management | 750k | $750k | -38% | Mar 2024 |
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Silvia Mccoll Wealth Management | 676k | $676k | 1% | Mar 2024 |
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TFC Financial Management | 649k | $649k | -18% | Dec 2023 |
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Mirador Capital Partners | 597k | $597k | 0% | Mar 2024 |
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Altfest L J & Co | 581k | $581k | -64% | Mar 2024 |
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Change Path | 577k | $577k | -13% | Dec 2023 |
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Rsm Us Wealth Management | 460k | $460k | 1% | Dec 2023 |
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Oak Harvest Investment Services | 295k | $295k | -50% | Mar 2024 |
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Advisory Services Network | 220k | $220k | 100% | Dec 2023 |
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Vista Wealth Management Group | 134k | $134k | -83% | Dec 2023 |
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Austin Private Wealth | 28k | $28k | -87% | Mar 2024 |
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Jeppson Wealth Management | 18k | $18k | -10% | Mar 2024 |
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Blue Barn Wealth | 14k | $14k | -100% | Dec 2023 |
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Who sold out of Schwab Charles Family?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Rice Partnership | Sep 2023 | 2.4M | $2.4M |
JRM Investment Counsel | Sep 2023 | 67k | $67k |