Schwab Charles Family shares owned by Keebeck Wealth Management
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Keebeck Wealth Management
from 13F filings
Historical chart of Keebeck Wealth Management investment in Schwab Charles Family
Tip: Access up to 7 years of quarterly data
All positions including Schwab Charles Family held by Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Charles Family by Keebeck Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.8M | 1.8M | 1.00 |
2024-03-31 | $9.3M | 9.3M | 1.00 |