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Schwab Charles Family shares owned by Narus Financial Partners

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

Historical chart of Narus Financial Partners investment in Schwab Charles Family

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

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Quarterly reported holdings in Schwab Charles Family by Narus Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 2.0M 1.00
2024-06-30 $3.2M 3.2M 1.00
2024-03-31 $3.7M 3.7M 1.00
2023-12-31 $5.0M 5.0M 1.00