Schwab Charles Family shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Schwab Charles Family
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Quarterly reported holdings in Schwab Charles Family by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 3.9M | 1.00 |
| 2024-06-30 | $5.1M | 5.1M | 1.00 |
| 2024-03-31 | $4.3M | 4.3M | 1.00 |
| 2023-12-31 | $4.3M | 4.3M | 1.00 |
| 2023-09-30 | $4.3M | 4.3M | 1.00 |