Schwab Charles Family shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Schwab Charles Family
Tip: Access up to 7 years of quarterly data
All positions including Schwab Charles Family held by 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Charles Family by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 3.8M | 1.00 |
| 2024-06-30 | $3.7M | 3.7M | 1.00 |
| 2024-03-31 | $3.0M | 3.0M | 1.00 |
| 2023-12-31 | $3.3M | 3.3M | 1.00 |
| 2023-09-30 | $2.8M | 2.8M | 1.00 |