Schwab Charles Family shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in Schwab Charles Family
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Quarterly reported holdings in Schwab Charles Family by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 3.6M | 1.00 |
| 2024-06-30 | $1.3M | 1.3M | 1.00 |
| 2024-03-31 | $2.7M | 2.7M | 1.00 |
| 2023-12-31 | $3.0M | 3.0M | 1.00 |
| 2023-09-30 | $4.5M | 4.5M | 1.00 |
| 2023-06-30 | $140k | 140k | 1.00 |
| 2023-03-31 | $190k | 190k | 1.00 |
| 2022-12-31 | $190k | 190k | 1.00 |
| 2022-09-30 | $190k | 190k | 1.00 |
| 2022-03-31 | $1.4M | 1.4M | 1.00 |