HWG Holdings »

Schwab Charles Family shares owned by HWG Holdings

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

Historical chart of HWG Holdings investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Charles Family by HWG Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 5.4M 1.00

More positions owned by HWG Holdings

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Curtiss-Wright (CW)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Arista Networks (ANET)
Brown & Brown (BRO)
Novo-nordisk A S Adr (NVO)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)

View all positions for HWG Holdings

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