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Schwab Charles Family shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Leonard Rickey Investment Advisors P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 10M 1.00

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Total Usd (IUSB)
Schwab Charles Family Amt Tax Free Mny (SCTXX)

View all positions for Leonard Rickey Investment Advisors P

Top funds holding Schwab Charles Family

WMS Partners
Ausdal Financial Partners
HB Wealth Management
Badgley Phelps Wealth Managers
Integrated Investment Consultants
Coldstream Capital Management
CWM
InterOcean Capital Group
CI Private Wealth
Advisor OS
Sanctuary Advisors
Captrust Financial Advisors
Leonard Rickey Investment Advisors P
Rappaport Reiches Capital Management
Cassady Schiller Wealth Management

View all funds holding Schwab Charles Family