Who owns Schwab Charles Family Schwab U mf?

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Analyze quarterly positions in Schwab Charles Family Schwab U mf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab Charles Family Schwab U mf stock

Who bought or sold Schwab Charles Family Schwab U mf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Main Street Group 1.1M $1.1M 100% Dec 2023
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Tucker Asset Management 757k $757k 2% Dec 2023
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Dividend Growth Advisors 386k $385k -27% Dec 2023
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PSI Advisors 71k $71k -3% Mar 2024
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Livelsberger Financial Advisory 40k $40k 100% Dec 2023
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Who sold out of Schwab Charles Family Schwab U mf?

Fund or Company Name Date Sold Shares Held Valued At
Shapiro Capital Management Sep 2023 19M $19M
ORG Partners Sep 2023 1.4M $1.4M