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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
2024-06-30 $13M 13M 1.00

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Top funds holding Schwab Charles Family

WMS Partners
Ausdal Financial Partners
HB Wealth Management
Badgley Phelps Wealth Managers
Integrated Investment Consultants
Coldstream Capital Management
CWM
InterOcean Capital Group
CI Private Wealth
Advisor OS
Sanctuary Advisors
Captrust Financial Advisors
Leonard Rickey Investment Advisors P
Rappaport Reiches Capital Management
Cassady Schiller Wealth Management

View all funds holding Schwab Charles Family