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Schwab Charles Family Schwab U mf shares owned by eCIO

Quarter-by-quarter ownership of Schwab Charles Family Schwab U mf (SNSXX) shares owned by eCIO from 13F filings

Historical chart of eCIO investment in Schwab Charles Family Schwab U mf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family Schwab U mf held by eCIO consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family Schwab U mf by eCIO

Quarter filed Position value Share count Share price at filing
2025-06-30 $211k 211k 1.00
2025-03-31 $402k 402k 1.00

More positions owned by eCIO

Schwab S&P 500 Index Fund SWPPX (SWPPX)
iShares Core U.S. Aggregate Bond ETF Agg (AGG)
Schwab U.S. Dividend Equity ETF SCHD (SCHD)
Schwab International Equity ETF SCHF (SCHF)
Vanguard Short-Term Bond Index Fund ETF Shares BSV (BSV)
Schwab U.S. Mid-Cap Index Fund SWMCX (SWMCX)
iShares Core S&P Small-Cap ETF Ijr (IJR)
iShares MSCI USA ESG Select ETF Susa (SUSA)
iShares ESG Aware U.S. Aggregate Bond ETF Eagg (EAGG)
Schwab Treasury Obligation Scoxx (SCOXX)
Janus Henderson Aaa Clo Etf Jaaa (JAAA)
Cliffwater Corporate Len Ding I CCLFX (CCLFX)
iShares Core MSCI Emerging Markets ETF Iemg (IEMG)
iShares ESG MSCI USA Small-Cap ETF Esml (ESML)
Vanguard Instl Index Fd Vanguard 0 3 Month Treasury Bill Etf Vbil (VBIL)

View all positions for eCIO

Top funds holding Schwab Charles Family Schwab U mf

Coston, McIsaac & Partners
Vermillion Wealth Management
Main Management
Financially Speaking
Dale Q Rice Investment Management
RFP Financial Group

View all funds holding Schwab Charles Family Schwab U mf