Schwab Charles Family shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Schwab Charles Family
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Quarterly reported holdings in Schwab Charles Family by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $6.0M | 6.0M | 1.00 |
| 2024-03-31 | $2.4M | 2.4M | 1.00 |
| 2023-12-31 | $3.5M | 3.5M | 1.00 |
| 2023-09-30 | $4.0M | 4.0M | 1.00 |
| 2023-06-30 | $2.0M | 2.0M | 1.00 |
| 2023-03-31 | $2.4M | 2.4M | 1.00 |
| 2022-12-31 | $905k | 905k | 1.00 |
| 2022-09-30 | $7.3M | 7.3M | 1.00 |
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