Schwab Charles Family shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Schwab Charles Family
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Quarterly reported holdings in Schwab Charles Family by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 1.4M | 1.00 |
| 2024-06-30 | $2.0M | 2.0M | 1.00 |
| 2024-03-31 | $1.7M | 1.7M | 1.00 |
| 2023-12-31 | $460k | 460k | 1.00 |
| 2023-09-30 | $456k | 455k | 1.00 |
| 2023-06-30 | $452k | 451k | 1.00 |
| 2023-03-31 | $1.8M | 1.8M | 1.00 |
| 2022-12-31 | $1.5M | 1.5M | 1.00 |
| 2022-09-30 | $1.5M | 1.5M | 1.00 |