Schwab Charles Family shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in Schwab Charles Family
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Quarterly reported holdings in Schwab Charles Family by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $542k | 542k | 1.00 |
| 2024-06-30 | $538k | 538k | 1.00 |
| 2024-03-31 | $581k | 581k | 1.00 |
| 2023-12-31 | $1.6M | 1.6M | 1.00 |
| 2023-09-30 | $2.1M | 2.1M | 1.00 |
| 2023-06-30 | $6.6M | 6.6M | 1.00 |
| 2023-03-31 | $510k | 510k | 1.00 |
| 2022-12-31 | $1.0M | 1.0M | 1.00 |