Schwab Charles Family shares owned by Austin Private Wealth
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Austin Private Wealth
from 13F filings
Historical chart of Austin Private Wealth investment in Schwab Charles Family
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All positions including Schwab Charles Family held by Austin Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Charles Family by Austin Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27k | 27k | 1.00 |
| 2024-06-30 | $28k | 28k | 1.00 |
| 2024-03-31 | $28k | 28k | 1.00 |
| 2023-12-31 | $225k | 225k | 1.00 |
| 2023-09-30 | $405k | 405k | 1.00 |
| 2023-06-30 | $585k | 585k | 1.00 |
| 2023-03-31 | $762k | 762k | 1.00 |
| 2022-12-31 | $950k | 950k | 1.00 |