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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

Tip: Access up to 7 years of quarterly data

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
2024-06-30 $9.7M 9.7M 1.00

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Cintas Corporation (CTAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Cassady Schiller Wealth Management

Top funds holding Schwab Charles Family

WMS Partners
Ausdal Financial Partners
HB Wealth Management
Badgley Phelps Wealth Managers
Integrated Investment Consultants
Coldstream Capital Management
CWM
InterOcean Capital Group
CI Private Wealth
Advisor OS
Sanctuary Advisors
Captrust Financial Advisors
Leonard Rickey Investment Advisors P
Rappaport Reiches Capital Management
Cassady Schiller Wealth Management

View all funds holding Schwab Charles Family