Schwab Charles Family shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in Schwab Charles Family
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Quarterly reported holdings in Schwab Charles Family by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $32k | 32k | 1.00 |
| 2024-06-30 | $50k | 50k | 1.00 |
| 2024-03-31 | $255k | 255k | 1.00 |
| 2023-12-31 | $1.1M | 1.1M | 1.00 |
| 2023-09-30 | $634k | 634k | 1.00 |
| 2023-06-30 | $1.0M | 1.0M | 1.00 |