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Schwab Charles Family shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Charles Family by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 2.6M 1.00
2024-03-31 $21M 21M 1.00
2023-12-31 $9.1M 9.1M 1.00

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Costco Wholesale Corporation (COST)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Columbia Sportswear Company (COLM)
JPMorgan Chase & Co. (JPM)

View all positions for Badgley Phelps Wealth Managers

Top funds holding Schwab Charles Family

WMS Partners
Ausdal Financial Partners
Integrated Investment Consultants
CI Private Wealth
HB Wealth Management
Advisor OS
Tradition Wealth Management
Coldstream Capital Management
Sanctuary Advisors
Cassady Schiller Wealth Management
Red Mountain Financial
Rappaport Reiches Capital Management
Zrc Wealth Management
CWM
Modern Wealth Management

View all funds holding Schwab Charles Family