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Schwab Charles Family shares owned by Vista Wealth Management Group

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

Historical chart of Vista Wealth Management Group investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Charles Family by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $134k 134k 1.00
2023-09-30 $804k 804k 1.00
2023-06-30 $1.6M 1.6M 1.00
2023-03-31 $2.1M 2.1M 1.00
2022-12-31 $2.1M 2.1M 1.00

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Snowflake Cl A (SNOW)
Nu Hldgs Ord Shs Cl A (NU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ccc Intelligent Solutions Holdings (CCCS)
Datadog Cl A Com (DDOG)
Doordash Cl A (DASH)
Apple (AAPL)
Procore Technologies (PCOR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Vista Wealth Management Group

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