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Schwab Charles Family shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by HB 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 18M 1.00
2024-06-30 $22M 22M 1.00
2024-03-31 $9.9M 9.9M 1.00

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation Call Option (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)

View all positions for HB Wealth Management

Top funds holding Schwab Charles Family

WMS Partners
Ausdal Financial Partners
Coldstream Capital Management
Integrated Investment Consultants
CI Private Wealth
HB Wealth Management
Advisor OS
Tradition Wealth Management
Cassady Schiller Wealth Management
Red Mountain Financial
Sanctuary Advisors
Rappaport Reiches Capital Management
Zrc Wealth Management
CWM
Modern Wealth Management

View all funds holding Schwab Charles Family