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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

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Quarterly reported holdings in Schwab Charles Family by 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 3.3M 1.00
2023-09-30 $2.8M 2.8M 1.00

More positions owned by 9258 Wealth Management

Apple Stock (AAPL)
NVIDIA Corp Stock (NVDA)
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)
iShares Russell Top 200 Growth ETF Etf (IWY)
Procter & Gamble Stock (PG)
Microsoft Corp Stock (MSFT)
iShares Core Dividend Growth ETF Etf (DGRO)
iShares Core US Aggregate Bond ETF Etf (AGG)
iShares Core Total USD Bond Market ETF Etf (IUSB)
iShares Russell Top 200 Value ETF Etf (IWX)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard Mega Cap Value ETF Etf (MGV)
iShares 7-10 Year Treasury Bond ETF Etf (IEF)
United Parcel Service Inc Class B Stock (UPS)

View all positions for 9258 Wealth Management

Top funds holding Schwab Charles Family

WMS Partners
Integrated Investment Consultants
InterOcean Capital Group
CI Private Wealth
Turtle Creek Wealth Advisors
Rappaport Reiches Capital Management
Badgley Phelps Wealth Managers
Creative Planning
Captrust Financial Advisors
CWM
Mariner Wealth Advisors
Sowell Financial Services
Spectrum Asset Management
Titleist Asset Management
Narus Financial Partners

View all funds holding Schwab Charles Family