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Schwab Charles Family shares owned by Charles Schwab Investment Advisory

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

Historical chart of Charles Schwab Investment Advisory investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Charles Family by Charles Schwab Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $50k 50k 1.00

More positions owned by Charles Schwab Investment Advisory

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Charles Schwab Investment Advisory

Top funds holding Schwab Charles Family

WMS Partners
CI Private Wealth
Badgley Phelps Wealth Managers
Integrated Investment Consultants
InterOcean Capital Group
Rappaport Reiches Capital Management
HB Wealth Management
Kanawha Capital Management
CWM
Copperwynd Financial
Blue Barn Wealth
Tradition Wealth Management
Mariner Wealth Advisors
Sowell Financial Services
Spectrum Asset Management

View all funds holding Schwab Charles Family