Schwab Charles Family shares owned by WMS Partners
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in Schwab Charles Family
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All positions including Schwab Charles Family held by WMS Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Charles Family by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $38M | 38M | 1.00 |
| 2024-06-30 | $37M | 37M | 1.00 |
| 2024-03-31 | $41M | 41M | 1.00 |
| 2023-12-31 | $48M | 48M | 1.00 |
| 2023-09-30 | $44M | 44M | 1.00 |
| 2023-06-30 | $23M | 23M | 1.00 |