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
Download as csv Download as ExcelQuarterly 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 |