Schwab Charles Family shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Schwab Charles Family
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Quarterly reported holdings in Schwab Charles Family by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18k | 18k | 1.00 |
| 2024-06-30 | $18k | 18k | 1.00 |
| 2024-03-31 | $18k | 18k | 1.00 |
| 2023-12-31 | $20k | 20k | 1.00 |
| 2023-09-30 | $24k | 24k | 1.00 |
| 2023-06-30 | $26k | 26k | 1.00 |
| 2023-03-31 | $63k | 63k | 1.00 |
| 2022-12-31 | $176k | 176k | 1.00 |
| 2022-09-30 | $190k | 190k | 1.00 |
| 2022-06-30 | $314k | 314k | 1.00 |
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