Who owns SCHWAB CHARLES FAMILY FD?
- Ticker: SCTXX
- CUSIP Number: 808515530
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Charles Family with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| WMS Partners | 38M | $38M | 2% | Sep 2024 |
|
| Ausdal Financial Partners | 30M | $30M | -8% | Sep 2024 |
|
| Coldstream Capital Management | 19M | $19M | 100% | Jun 2024 |
|
| Integrated Investment Consultants | 18M | $18M | -10% | Sep 2024 |
|
| CI Private Wealth | 18M | $18M | 2% | Sep 2024 |
|
| HB Wealth Management | 18M | $18M | -19% | Sep 2024 |
|
| Advisor OS | 17M | $17M | 27% | Sep 2024 |
|
| Tradition Wealth Management | 14M | $14M | 144% | Sep 2024 |
|
| Cassady Schiller Wealth Management | 14M | $14M | 40% | Sep 2024 |
|
| Red Mountain Financial | 13M | $13M | 46% | Sep 2024 |
|
| Sanctuary Advisors | 11M | $11M | 100% | Jun 2024 |
|
| Rappaport Reiches Capital Management | 10M | $10M | 6% | Sep 2024 |
|
| Zrc Wealth Management | 10M | $10M | 100% | Sep 2024 |
|
| CWM | 10M | $10M | -45% | Sep 2024 |
|
| Modern Wealth Management | 8.4M | $8.4M | 803% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 8.2M | $8.2M | 299% | Jun 2024 |
|
| Leonard Rickey Investment Advisors P | 8.0M | $8.0M | -23% | Sep 2024 |
|
| Blue Barn Wealth | 7.1M | $7.1M | 7% | Sep 2024 |
|
| Kanawha Capital Management | 6.9M | $6.9M | -13% | Sep 2024 |
|
| Advisory Services Network | 6.1M | $6.1M | 0% | Sep 2024 |
|
| Independent Advisor Alliance | 6.0M | $6.0M | 153% | Jun 2024 |
|
| HWG Holdings | 5.4M | $5.4M | 100% | Sep 2024 |
|
| Obermeyer Asset Management | 4.9M | $4.9M | 30% | Sep 2024 |
|
| Creative Planning | 4.4M | $4.4M | 1096% | Sep 2024 |
|
| Fairview Capital Investment Management | 4.0M | $4.0M | 0% | Jun 2024 |
|
| Sowell Financial Services | 3.9M | $3.9M | -24% | Sep 2024 |
|
| 9258 Wealth Management | 3.8M | $3.8M | 1% | Sep 2024 |
|
| Opes Wealth Management | 3.6M | $3.6M | 171% | Sep 2024 |
|
| Mariner Wealth Advisors | 3.2M | $3.2M | 111% | Sep 2024 |
|
| Aptus Capital Advisors | 3.0M | $3.0M | 3% | Sep 2024 |
|
| Badgley Phelps Wealth Managers | 2.6M | $2.6M | -87% | Sep 2024 |
|
| Mercer Global Advisors | 2.6M | $2.6M | 1% | Jun 2024 |
|
| Ashton Thomas Private Wealth | 2.6M | $2.6M | 30% | Sep 2024 |
|
| Disciplined Investments | 2.5M | $2.5M | 1% | Sep 2024 |
|
| CMG Global Holdings | 2.2M | $2.2M | -38% | Sep 2024 |
|
| ProVise Management Group | 2.1M | $2.1M | 100% | Sep 2024 |
|
| Baker Tilly Financial | 2.0M | $2.0M | 1% | Sep 2024 |
|
| Narus Financial Partners | 2.0M | $2.0M | -38% | Sep 2024 |
|
| Arkfeld Wealth Strategies | 1.9M | $1.9M | 49% | Sep 2024 |
|
| Partnership Wealth Management | 1.9M | $1.9M | 1% | Sep 2024 |
|
| Keebeck Wealth Management | 1.8M | $1.8M | -81% | Jun 2024 |
|
| We Are One Seven | 1.7M | $1.7M | 1% | Sep 2024 |
|
| BetterWealth | 1.6M | $1.6M | 3% | Sep 2024 |
|
| Foundations Investment Advisors | 1.6M | $1.6M | 1% | Sep 2024 |
|
| Copperwynd Financial | 1.6M | $1.6M | -50% | Sep 2024 |
|
| Astoria Strategic Wealth | 1.5M | $1.5M | 100% | Sep 2024 |
|
| Rsm Us Wealth Management | 1.4M | $1.4M | -31% | Sep 2024 |
|
| Verum Partners | 1.4M | $1.4M | 100% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 1.2M | $1.2M | 100% | Sep 2024 |
|
| Spectrum Asset Management | 1.2M | $1.2M | 100% | Sep 2024 |
|
| Catalyst Private Wealth | 1.1M | $1.1M | 0% | Sep 2024 |
|
| McAdam | 1.1M | $1.1M | 0% | Sep 2024 |
|
| Belpointe Asset Management | 1.0M | $1.0M | 1% | Jun 2024 |
|
| Syntrinsic | 1.0M | $1.0M | -18% | Sep 2024 |
|
| Warner Financial | 844k | $844k | -14% | Sep 2024 |
|
| Zacks Investment Management | 795k | $795k | 5% | Sep 2024 |
|
| Evanson Asset Management | 679k | $679k | -81% | Sep 2024 |
|
| Steel Peak Wealth Management | 660k | $660k | -12% | Sep 2024 |
|
| Silvia Mccoll Wealth Management | 586k | $586k | 3% | Sep 2024 |
|
| HPM Partners | 572k | $572k | 100% | Sep 2024 |
|
| Altfest L J & Co | 542k | $542k | 1% | Sep 2024 |
|
| SFMG Wealth Advisors | 493k | $493k | -31% | Jun 2024 |
|
| Townsquare Capital | 375k | $375k | 638% | Sep 2024 |
|
| Mirador Capital Partners | 374k | $374k | 0% | Sep 2024 |
|
| Live Oak Private Wealth | 373k | $373k | 6% | Sep 2024 |
|
| Ami Investment Management | 325k | $325k | 1% | Sep 2024 |
|
| Change Path | 266k | $266k | 0% | Sep 2024 |
|
| Colony | 150k | $150k | 100% | Sep 2024 |
|
| BBK Capital Partners | 45k | $45k | 0% | Sep 2024 |
|
| Westover Capital Advisors | 32k | $32k | -36% | Sep 2024 |
|
| Austin Private Wealth | 27k | $27k | -4% | Sep 2024 |
|
| Jeppson Wealth Management | 18k | $18k | 1% | Sep 2024 |
|
| Harbor Group | 18k | $18k | 100% | Sep 2024 |
|
Who sold out of Schwab Charles Family?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Captrust Financial Advisors | Jun 2024 | 11M | $11M |
| Verus Capital Partners | Jun 2024 | 3.5M | $3.5M |
| Titleist Asset Management | Mar 2024 | 2.5M | $2.5M |
| Signature Estate and Investment Advisors | Jun 2024 | 1.3M | $1.3M |
| CFG Asset Management | Jun 2024 | 1.0M | $1.0M |
| Nuveen Asset Management | Mar 2024 | 514k | $514k |
| JRM Investment Counsel | Jun 2024 | 46k | $46k |