Who owns SCHWAB CHARLES FAMILY FD?
- Ticker: SCTXX
- CUSIP Number: 808515530
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Analyze quarterly positions in Schwab Charles Family with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Charles Family stock
Who bought or sold SCHWAB CHARLES FAMILY FD this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| WMS Partners | 41M | $41M | -14% | Mar 2024 |
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| CI Private Wealth | 24M | $24M | 31% | Mar 2024 |
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| Badgley Phelps Wealth Managers | 21M | $21M | 128% | Mar 2024 |
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| Integrated Investment Consultants | 20M | $20M | 100% | Mar 2024 |
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| InterOcean Capital Group | 19M | $19M | 1% | Dec 2023 |
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| Rappaport Reiches Capital Management | 11M | $11M | -20% | Mar 2024 |
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| HB Wealth Management | 9.9M | $9.9M | 100% | Mar 2024 |
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| Kanawha Capital Management | 8.3M | $8.3M | 100% | Mar 2024 |
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| CWM | 7.3M | $7.3M | 14% | Mar 2024 |
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| Copperwynd Financial | 5.7M | $5.7M | -34% | Mar 2024 |
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| Blue Barn Wealth | 5.6M | $5.6M | 40884% | Mar 2024 |
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| Tradition Wealth Management | 5.3M | $5.3M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 5.0M | $5.0M | -32% | Mar 2024 |
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| Sowell Financial Services | 4.3M | $4.3M | 0% | Mar 2024 |
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| Spectrum Asset Management | 4.0M | $4.0M | 11% | Mar 2024 |
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| Fairview Capital Investment Management | 4.0M | $4.0M | 100% | Mar 2024 |
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| Narus Financial Partners | 3.7M | $3.7M | -27% | Mar 2024 |
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| CMG Global Holdings | 3.6M | $3.6M | 11% | Mar 2024 |
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| 9258 Wealth Management | 3.0M | $3.0M | -8% | Mar 2024 |
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| Opes Wealth Management | 2.7M | $2.7M | -9% | Mar 2024 |
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| Evanson Asset Management | 2.6M | $2.6M | -25% | Mar 2024 |
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| Mercer Global Advisors | 2.6M | $2.6M | 66% | Mar 2024 |
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| Titleist Asset Management | 2.5M | $2.5M | -33% | Mar 2024 |
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| Obermeyer Asset Management | 2.5M | $2.5M | 100% | Mar 2024 |
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| Independent Advisor Alliance | 2.4M | $2.4M | -33% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 2.1M | $2.1M | -16% | Mar 2024 |
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| Baker Tilly Financial | 1.8M | $1.8M | 12% | Mar 2024 |
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| Rsm Us Wealth Management | 1.7M | $1.7M | 259% | Mar 2024 |
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| Zacks Investment Management | 1.6M | $1.6M | 1% | Mar 2024 |
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| BetterWealth | 1.6M | $1.6M | 1% | Mar 2024 |
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| We Are One Seven | 1.4M | $1.4M | 1% | Dec 2023 |
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| Arkfeld Wealth Strategies | 1.4M | $1.4M | 7% | Mar 2024 |
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| Cedar Brook Financial Partners | 1.3M | $1.3M | 100% | Mar 2024 |
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| Warner Financial | 1.1M | $1.1M | 1086% | Mar 2024 |
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| Catalyst Private Wealth | 1.1M | $1.1M | 100% | Mar 2024 |
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| McAdam | 1.1M | $1.1M | 0% | Mar 2024 |
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| Partnership Wealth Management | 1.0M | $1.0M | 1% | Mar 2024 |
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| Belpointe Asset Management | 1.0M | $1.0M | 100% | Mar 2024 |
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| CFG Asset Management | 1.0M | $1.0M | 1% | Mar 2024 |
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| Ami Investment Management | 1.0M | $1.0M | 1% | Mar 2024 |
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| BBK Capital Partners | 1.0M | $1.0M | 0% | Mar 2024 |
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| Modern Wealth Management | 926k | $926k | 100% | Mar 2024 |
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| Creative Planning | 836k | $836k | -90% | Mar 2024 |
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| Steel Peak Wealth Management | 750k | $750k | -38% | Mar 2024 |
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| SFMG Wealth Advisors | 718k | $718k | -40% | Mar 2024 |
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| TFC Financial Management | 711k | $711k | 10% | Mar 2024 |
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| Silvia Mccoll Wealth Management | 676k | $676k | 1% | Mar 2024 |
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| Mirador Capital Partners | 597k | $597k | 0% | Mar 2024 |
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| Altfest L J & Co | 581k | $581k | -64% | Mar 2024 |
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| Change Path | 577k | $577k | -13% | Dec 2023 |
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| Resources Investment Advisors | 567k | $567k | 100% | Mar 2024 |
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| Nuveen Asset Management | 514k | $514k | 100% | Mar 2024 |
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| Advisory Services Network | 347k | $347k | 58% | Mar 2024 |
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| Oak Harvest Investment Services | 295k | $295k | -50% | Mar 2024 |
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| Westover Capital Advisors | 255k | $255k | -76% | Mar 2024 |
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| Aptus Capital Advisors | 195k | $195k | 50% | Mar 2024 |
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| Townsquare Capital | 51k | $51k | 100% | Mar 2024 |
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| Charles Schwab Investment Advisory | 50k | $50k | 100% | Mar 2024 |
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| Austin Private Wealth | 28k | $28k | -87% | Mar 2024 |
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| Jeppson Wealth Management | 18k | $18k | -10% | Mar 2024 |
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Who sold out of Schwab Charles Family?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Turtle Creek Wealth Advisors | Dec 2023 | 13M | $13M |
| Captrust Financial Advisors | Dec 2023 | 8.0M | $8.0M |
| Cornerstone Advisory | Sep 2023 | 4.1M | $4.1M |
| Apollon Wealth Management | Dec 2023 | 2.2M | $2.2M |
| Vista Wealth Management Group | Dec 2023 | 134k | $134k |
| JRM Investment Counsel | Sep 2023 | 67k | $67k |