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Schwab Charles Family shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $130k 130k 1.00
2023-06-30 $85k 85k 1.00
2023-03-31 $2.6M 2.6M 1.00

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Top funds holding Schwab Charles Family

WMS Partners
Integrated Investment Consultants
InterOcean Capital Group
CI Private Wealth
Turtle Creek Wealth Advisors
Rappaport Reiches Capital Management
Badgley Phelps Wealth Managers
Creative Planning
Captrust Financial Advisors
CWM
Mariner Wealth Advisors
Sowell Financial Services
Titleist Asset Management
Narus Financial Partners
Spectrum Asset Management

View all funds holding Schwab Charles Family