SCHWAB CHARLES FAMILY FD SCHWA's ticker is and the CUSIP is 808515548. A total of 1 filers reported holding SCHWAB CHARLES FAMILY FD SCHWA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531 | +1.1% | 531,220 | +1.3% | 0.11% | +1.9% |
| Q2 2023 | $525 | -88.2% | 524,531 | -88.2% | 0.11% | -88.6% |
| Q1 2023 | $4,449 | 0.0% | 4,449,227 | 0.0% | 0.94% | 0.0% |
| Q4 2022 | $4,449 | -99.9% | 4,449,227 | +13.7% | 0.94% | +5.2% |
| Q3 2022 | $3,912,000 | +34.8% | 3,912,114 | +34.8% | 0.90% | +43.1% |
| Q2 2022 | $2,902,000 | +0.0% | 2,901,586 | +0.0% | 0.63% | +14.4% |
| Q1 2022 | $2,901,000 | +222.0% | 2,900,628 | +222.1% | 0.55% | +228.1% |
| Q4 2021 | $901,000 | -9.9% | 900,606 | -10.0% | 0.17% | -16.9% |
| Q3 2021 | $1,000,000 | -54.7% | 1,000,452 | -54.7% | 0.20% | -53.6% |
| Q2 2021 | $2,207,000 | -26.6% | 2,207,415 | -26.6% | 0.43% | -24.3% |
| Q1 2021 | $3,007,000 | +7.4% | 3,007,341 | +7.4% | 0.57% | +5.1% |
| Q4 2020 | $2,800,000 | – | 2,800,287 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAPIRO CAPITAL MANAGEMENT LLC | 18,861,337 | $18,861,337 | 0.55% |
| ORG Partners LLC | 1,402,517 | $1,402,517 | 0.41% |
| TUCKER ASSET MANAGEMENT LLC | 743,835 | $743,835 | 0.20% |
| DIVIDEND ASSETS CAPITAL, LLC | 531,220 | $531 | 0.11% |
| PSI Advisors, LLC | 140,604 | $140,604 | 0.06% |
| RFP Financial Group LLC | 26,359 | $26,359 | 0.01% |