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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
2024-03-31 $3.7M 3.7M 1.00
2023-12-31 $5.0M 5.0M 1.00

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Wal-Mart Stores (WMT)
Select Sector Spdr Tr Technology (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
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Schwab Charles Family Amt Tax Free Mny (SCTXX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
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Humana (HUM)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
NVIDIA Corporation (NVDA)

View all positions for Narus Financial Partners

Top funds holding Schwab Charles Family

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CWM
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Narus Financial Partners

View all funds holding Schwab Charles Family