Schwab Charles Family shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Schwab Charles Family
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Quarterly reported holdings in Schwab Charles Family by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $401k | 401k | 1.00 |
| 2024-06-30 | $493k | 493k | 1.00 |
| 2024-03-31 | $718k | 718k | 1.00 |
| 2023-12-31 | $1.2M | 1.2M | 1.00 |