Schwab Charles Family shares owned by Warner Financial
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Warner Financial
from 13F filings
Historical chart of Warner Financial investment in Schwab Charles Family
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All positions including Schwab Charles Family held by Warner Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Charles Family by Warner Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $844k | 844k | 1.00 |
| 2024-06-30 | $982k | 982k | 1.00 |
| 2024-03-31 | $1.1M | 1.1M | 1.00 |
| 2023-12-31 | $94k | 94k | 1.00 |
| 2023-09-30 | $119k | 119k | 1.00 |
| 2023-06-30 | $500k | 500k | 1.00 |
| 2023-03-31 | $1.8M | 1.8M | 1.00 |
| 2022-09-30 | $13M | 13M | 1.00 |