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Schwab Charles Family shares owned by Advisor OS

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by Advisor OS

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 17M 1.00
2024-06-30 $13M 13M 1.00

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Schwab Charles Family Amt Tax Free Mny (SCTXX)

View all positions for Advisor OS

Top funds holding Schwab Charles Family

WMS Partners
Ausdal Financial Partners
Coldstream Capital Management
Integrated Investment Consultants
CI Private Wealth
HB Wealth Management
Advisor OS
Tradition Wealth Management
Cassady Schiller Wealth Management
Red Mountain Financial
Sanctuary Advisors
Rappaport Reiches Capital Management
Zrc Wealth Management
CWM
Modern Wealth Management

View all funds holding Schwab Charles Family