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Schwab Charles Family shares owned by Silvia Mccoll Wealth Management

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Silvia Mccoll Wealth Management from 13F filings

Historical chart of Silvia Mccoll Wealth Management investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Silvia Mccoll Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by Silvia Mccoll Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $676k 676k 1.00
2023-12-31 $672k 672k 1.00
2023-09-30 $1.2M 1.2M 1.00
2023-06-30 $1.2M 1.2M 1.00
2023-03-31 $715k 715k 1.00
2022-12-31 $1.0M 1.0M 1.00

More positions owned by Silvia Mccoll Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Costco Wholesale Corporation (COST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Silvia Mccoll Wealth Management

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