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Schwab Charles Family shares owned by JRM Investment Counsel

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

Historical chart of JRM Investment Counsel investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by JRM Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by JRM Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-06-30 $46k 46k 1.00
2023-09-30 $67k 67k 1.00
2023-03-31 $228k 228k 1.00

More positions owned by JRM Investment Counsel

Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl A New (BRK.A)
Enterprise Products Partners (EPD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Bank America Corp 7.25%CNV PFD L (BAC.PL)
Wells Fargo Perp Pfd Cnv A (WFC.PL)
Blackstone Group Inc Com Cl A (BX)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JRM Investment Counsel

Top funds holding Schwab Charles Family

WMS Partners
Ausdal Financial Partners
Integrated Investment Consultants
CI Private Wealth
HB Wealth Management
Advisor OS
Tradition Wealth Management
Coldstream Capital Management
Sanctuary Advisors
Cassady Schiller Wealth Management
Red Mountain Financial
Rappaport Reiches Capital Management
Zrc Wealth Management
CWM
Modern Wealth Management

View all funds holding Schwab Charles Family