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Schwab Charles Family shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Live Oak Private Wealth from 13F filings

Historical chart of Live Oak Private Wealth investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $373k 373k 1.00
2024-06-30 $352k 352k 1.00

More positions owned by Live Oak Private Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
Lowe's Companies (LOW)
Alphabet Cap Stk Cl C (GOOG)
Bank of America Corporation (BAC)
UnitedHealth (UNH)
Charles Schwab Corporation (SCHW)
Hca Holdings (HCA)
Dollar Tree (DLTR)
Alphabet Cap Stk Cl A (GOOGL)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Danaher Corporation (DHR)
JPMorgan Chase & Co. (JPM)
Fiserv (FI)

View all positions for Live Oak Private Wealth

Top funds holding Schwab Charles Family

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

View all funds holding Schwab Charles Family