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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

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

View all funds holding Schwab Charles Family