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Schwab Charles Family shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Schwab Charles Family

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

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Quarterly reported holdings in Schwab Charles Family by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 14M 1.00
2024-06-30 $9.7M 9.7M 1.00

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Cintas Corporation (CTAS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Paylocity Holding Corporation (PCTY)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

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