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Schwab Charles Family shares owned by Oak Harvest Investment Services

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Oak Harvest Investment Services from 13F filings

Historical chart of Oak Harvest Investment Services investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Oak Harvest Investment Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by Oak Harvest Investment Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $295k 295k 1.00
2023-12-31 $589k 589k 1.00

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View all positions for Oak Harvest Investment Services

Top funds holding Schwab Charles Family

WMS Partners
Integrated Investment Consultants
InterOcean Capital Group
CI Private Wealth
Turtle Creek Wealth Advisors
Rappaport Reiches Capital Management
Badgley Phelps Wealth Managers
Creative Planning
Captrust Financial Advisors
CWM
Mariner Wealth Advisors
Sowell Financial Services
Spectrum Asset Management
Titleist Asset Management
Narus Financial Partners

View all funds holding Schwab Charles Family