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Schwab Charles Family shares owned by Change Path

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Schwab Charles Family

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All positions including Schwab Charles Family held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by Change Path

Quarter filed Position value Share count Share price at filing
2024-09-30 $266k 266k 1.00
2024-06-30 $266k 266k 1.00
2024-03-31 $414k 414k 1.00
2023-12-31 $577k 577k 1.00
2023-09-30 $665k 666k 1.00
2023-06-30 $893k 893k 1.00
2023-03-31 $758k 758k 1.00
2022-12-31 $579k 580k 1.00
2022-09-30 $536k 536k 1.00
2022-06-30 $5.0M 5.0M 1.00