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Schwab Charles Family shares owned by Astoria Strategic Wealth

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Astoria Strategic Wealth from 13F filings

Historical chart of Astoria Strategic Wealth investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Astoria Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by Astoria Strategic Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 1.5M 1.00

More positions owned by Astoria Strategic Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Astoria Strategic Wealth

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