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Schwab Charles Family shares owned by Ami Investment Management

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Ami Investment Management from 13F filings

Historical chart of Ami Investment Management investment in Schwab Charles Family

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All positions including Schwab Charles Family held by Ami Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by Ami Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 1.0M 1.00
2023-12-31 $1.0M 1.0M 1.00

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View all positions for Ami Investment 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