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Schwab Charles Family shares owned by Disciplined Investments

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

Historical chart of Disciplined Investments investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Charles Family by Disciplined Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 2.5M 1.00
2024-06-30 $2.5M 2.5M 1.00

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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