Verum Partners »

Schwab Charles Family shares owned by Verum Partners

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Verum Partners from 13F filings

Historical chart of Verum Partners investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Verum Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Charles Family by Verum Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 1.4M 1.00

More positions owned by Verum Partners

Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Malvern Fds Core Bd Etf (VCRB)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us S (FNDA)
Coca-Cola Company (KO)

View all positions for Verum Partners

Top funds holding Schwab Charles Family

WMS Partners
Ausdal Financial Partners
Coldstream Capital Management
Integrated Investment Consultants
CI Private Wealth
HB Wealth Management
Advisor OS
Tradition Wealth Management
Cassady Schiller Wealth Management
Red Mountain Financial
Sanctuary Advisors
Rappaport Reiches Capital Management
Zrc Wealth Management
CWM
Modern Wealth Management

View all funds holding Schwab Charles Family