Who owns SCHWAB CHARLES FAMILY FD?

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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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Top investors of Schwab Charles Family stock

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