Schwab Charles Family shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Schwab Charles Family
Tip: Access up to 7 years of quarterly data
All positions including Schwab Charles Family held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Charles Family by Vista Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $134k | 134k | 1.00 |
2023-09-30 | $804k | 804k | 1.00 |
2023-06-30 | $1.6M | 1.6M | 1.00 |
2023-03-31 | $2.1M | 2.1M | 1.00 |
2022-12-31 | $2.1M | 2.1M | 1.00 |
More positions owned by Vista Wealth Management Group
View all positions for Vista Wealth Management Group