Who owns SCHWAB CHARLES FAMILY FD?
- Ticker: SCTXX
- CUSIP Number: 808515530
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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 |
|---|---|---|---|---|---|
| Tradition Wealth Management | 14M | $14M | 144% | Sep 2024 |
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| Red Mountain Financial | 13M | $13M | 46% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 10M | $10M | 24% | Dec 2024 |
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| Verus Capital Partners | 4.3M | $4.3M | 100% | Dec 2024 |
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| 9258 Wealth Management | 3.8M | $3.8M | 1% | Sep 2024 |
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| Cassady Schiller Wealth Management | 3.4M | $3.4M | -75% | Dec 2024 |
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| Badgley Phelps Wealth Managers | 2.6M | $2.6M | 100% | Sep 2024 |
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| Baker Tilly Financial | 2.0M | $2.0M | -1% | Dec 2024 |
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| Partnership Wealth Management | 1.9M | $1.9M | 1% | Dec 2024 |
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| Titleist Asset Management | 1.7M | $1.7M | 100% | Sep 2024 |
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| IFP Advisors | 1.4M | $1.4M | -90% | Dec 2024 |
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| Belpointe Asset Management | 1.0M | $1.0M | 100% | Dec 2024 |
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| Syntrinsic | 1.0M | $1.0M | -18% | Sep 2024 |
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| Aurora Private Wealth | 913k | $913k | 100% | Dec 2024 |
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| Silvia Mccoll Wealth Management | 564k | $564k | -4% | Dec 2024 |
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| McBroom & Associates | 532k | $532k | 100% | Dec 2024 |
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| Change Path | 216k | $216k | -19% | Dec 2024 |
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| Fairview Capital Investment Management | 200k | $200k | -92% | Dec 2024 |
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| TCG Advisory Services | 30k | $30k | 100% | Sep 2024 |
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