Schwab Charles Family shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Schwab Charles Family
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Quarterly reported holdings in Schwab Charles Family by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $750k | 750k | 1.00 |
| 2023-12-31 | $1.2M | 1.2M | 1.00 |
| 2023-09-30 | $1.2M | 1.2M | 1.00 |
| 2023-06-30 | $1.4M | 1.4M | 1.00 |
| 2023-03-31 | $1.4M | 1.4M | 1.00 |
More positions owned by Steel Peak Wealth Management
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