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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

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Quarterly reported holdings in Schwab Charles Family by Integrated Investment Consultants

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

More positions owned by Integrated Investment Consultants

Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
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)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Ishares Intermediate Government/credit Bond Etf Etf (GVI)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Value Etf Etf (VTV)

View all positions for Integrated Investment Consultants

Top funds holding Schwab Charles Family

WMS Partners
Integrated Investment Consultants
InterOcean Capital Group
CI Private Wealth
Turtle Creek Wealth Advisors
Rappaport Reiches Capital Management
Badgley Phelps Wealth Managers
Kanawha Capital Management
Creative Planning
Captrust Financial Advisors
CWM
Mariner Wealth Advisors
Sowell Financial Services
Spectrum Asset Management
Titleist Asset Management

View all funds holding Schwab Charles Family