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Schwab Charles Family shares owned by Evanson Asset Management

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Evanson Asset Management from 13F filings

Historical chart of Evanson Asset Management investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Charles Family by Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $679k 679k 1.00
2024-06-30 $3.6M 3.6M 1.00
2024-03-31 $2.6M 2.6M 1.00
2023-12-31 $3.5M 3.5M 1.00
2023-09-30 $1.0M 1.0M 1.00