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Schwab Charles Family Fd Treas shares owned by Sontag Advisory

Quarter-by-quarter ownership of Schwab Charles Family Fd Treas (SCOXX) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Schwab Charles Family Fd Treas

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family Fd Treas held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family Fd Treas by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.1M 4.1M 1.00

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View all positions for Sontag Advisory

Top funds holding Schwab Charles Family Fd Treas

Sontag Advisory
Vermillion Wealth Management

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