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Schwab Charles Family shares owned by Blue Barn Wealth

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

Historical chart of Blue Barn Wealth investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Charles Family by Blue Barn Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $14k 14k 1.00
2023-09-30 $5.9M 5.9M 1.00
2023-03-31 $6.5M 6.5M 1.00

More positions owned by Blue Barn Wealth

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Core Us Aggbd Et (AGG)
Terran Orbital Corporation (LLAP)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Blue Barn Wealth

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