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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InterOcean Capital Group | 19M | $19M | 1% | Dec 2023 |
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CI Private Wealth | 18M | $18M | 100% | Dec 2023 |
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Rappaport Reiches Capital Management | 14M | $14M | -5% | Dec 2023 |
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Turtle Creek Wealth Advisors | 13M | $13M | 100% | Dec 2023 |
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Badgley Phelps Wealth Managers | 9.1M | $9.1M | 100% | Dec 2023 |
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Copperwynd Financial | 8.6M | $8.6M | 100% | Sep 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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Mariner Wealth Advisors | 7.3M | $7.3M | 100% | Dec 2023 |
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CWM | 6.5M | $6.5M | 0% | Dec 2023 |
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Triad Financial Advisors | 5.5M | $5.5M | 100% | Sep 2023 |
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Narus Financial Partners | 5.0M | $5.0M | 100% | Dec 2023 |
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Sowell Financial Services | 4.3M | $4.3M | -1% | Dec 2023 |
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Cornerstone Advisory | 4.1M | $4.1M | 100% | Sep 2023 |
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Titleist Asset Management | 3.7M | $3.7M | 100% | Dec 2023 |
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Spectrum Asset Management | 3.6M | $3.6M | -16% | Dec 2023 |
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Independent Advisor Alliance | 3.5M | $3.5M | -11% | Dec 2023 |
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Evanson Asset Management | 3.5M | $3.5M | 253% | 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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Wealth Enhancement Advisory Services | 2.5M | $2.5M | -40% | Dec 2023 |
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Apollon Wealth Management | 2.2M | $2.2M | 34% | Dec 2023 |
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Altfest L J & Co | 1.6M | $1.6M | -21% | Dec 2023 |
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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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Mercer Global Advisors | 1.6M | $1.6M | 1% | Dec 2023 |
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BetterWealth | 1.5M | $1.5M | 100% | Dec 2023 |
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We Are One Seven | 1.4M | $1.4M | 1% | Dec 2023 |
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Arkfeld Wealth Strategies | 1.3M | $1.3M | -35% | Dec 2023 |
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Steel Peak Wealth Management | 1.2M | $1.2M | 1% | Dec 2023 |
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SFMG Wealth Advisors | 1.2M | $1.2M | 100% | Dec 2023 |
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McAdam | 1.1M | $1.1M | 0% | Dec 2023 |
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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 | 100% | Dec 2023 |
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CFG Asset Management | 1.0M | $1.0M | 1% | Dec 2023 |
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Ami Investment Management | 1.0M | $1.0M | 100% | Dec 2023 |
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BBK Capital Partners | 1.0M | $1.0M | 100% | Dec 2023 |
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Silvia Mccoll Wealth Management | 672k | $672k | -42% | Dec 2023 |
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TFC Financial Management | 649k | $649k | -18% | Dec 2023 |
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Mirador Capital Partners | 597k | $597k | -9% | Dec 2023 |
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Oak Harvest Investment Services | 589k | $589k | 100% | Dec 2023 |
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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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Austin Private Wealth | 225k | $225k | -45% | Dec 2023 |
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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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Aptus Capital Advisors | 130k | $130k | 52% | Sep 2023 |
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Warner Financial | 94k | $94k | -21% | Dec 2023 |
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Jeppson Wealth Management | 20k | $20k | -18% | Dec 2023 |
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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 |
Claro Advisors | Sep 2023 | 1.8M | $1.8M |
FDx Advisors | Jun 2023 | 1.2M | $1.2M |
Natixis Asset Management Advisors | Sep 2023 | 1.2M | $1.2M |
JRM Investment Counsel | Sep 2023 | 67k | $67k |