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Schwab Charles Family shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Charles Family by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.4M 8.4M 1.00
2024-03-31 $926k 926k 1.00

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Schwab Charles Family

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Sanctuary Advisors
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Red Mountain Financial
Rappaport Reiches Capital Management
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CWM
Modern Wealth Management

View all funds holding Schwab Charles Family