Integrated Investment Consultants »

Schwab Charles Family shares owned by Integrated Investment Consultants

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Integrated Investment Consultants from 13F filings

Historical chart of Integrated Investment Consultants investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Integrated Investment Consultants 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 Integrated Investment Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 18M 1.00
2024-06-30 $20M 20M 1.00
2024-03-31 $20M 20M 1.00

More positions owned by Integrated Investment Consultants

Meta Platforms Inc Cl A Stock (META)
Eli Lilly & Co Stock (LLY)
Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Merck & Co Stock (MRK)
Autozone Stock (AZO)
T-mobile Us Stock (TMUS)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Abbvie Stock (ABBV)
Exxon Mobil Corp Stock (XOM)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)
Ishares Russell 1000 Value Etf Etf (IWD)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core Msci Eafe Etf Etf (IEFA)

View all positions for Integrated Investment Consultants

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