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Schwab Charles Family shares owned by McAdam

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

Historical chart of McAdam investment in Schwab Charles Family

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

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Quarterly reported holdings in Schwab Charles Family by McAdam

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 1.1M 1.00
2024-06-30 $1.1M 1.1M 1.00
2024-03-31 $1.1M 1.1M 1.00
2023-12-31 $1.1M 1.1M 1.00
2023-09-30 $1.1M 1.1M 1.00

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)

View all positions for McAdam

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