Schwab Charles Family shares owned by TFC Financial Management
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management investment in Schwab Charles Family
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All positions including Schwab Charles Family held by TFC Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Charles Family by TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $649k | 649k | 1.00 |
| 2023-09-30 | $789k | 789k | 1.00 |
| 2023-06-30 | $1.9M | 1.9M | 1.00 |
| 2023-03-31 | $5.2M | 5.2M | 1.00 |
| 2022-12-31 | $2.5M | 2.5M | 1.00 |
| 2022-09-30 | $3.8M | 3.8M | 1.00 |
| 2022-06-30 | $7.5M | 7.5M | 1.00 |