SCHWAB CHARLES FAMILY FD's ticker is and the CUSIP is 808515530. A total of 20 filers reported holding SCHWAB CHARLES FAMILY FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $363,994 | -56.5% | 363,994 | -56.5% | 0.00% | -100.0% |
Q1 2024 | $835,935 | -89.7% | 835,935 | -89.7% | 0.00% | -93.3% |
Q4 2023 | $8,129,331 | +231.9% | 8,129,331 | +231.9% | 0.02% | +400.0% |
Q3 2023 | $2,449,224 | +144.9% | 2,449,224 | +144.9% | 0.00% | +200.0% |
Q2 2023 | $1,000,268 | -39.0% | 1,000,268 | -39.0% | 0.00% | -50.0% |
Q1 2023 | $1,640,726 | -59.1% | 1,640,726 | -59.1% | 0.00% | -71.4% |
Q3 2022 | $4,015,000 | +0.3% | 4,015,074 | +0.3% | 0.01% | 0.0% |
Q2 2022 | $4,004,000 | – | 4,004,233 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rappaport Reiches Capital Management, LLC | 11,611,000 | $11,611,000 | 5.82% |
Smallwood Wealth Investment Management, LLC | 2,521,934 | $2,522,000 | 2.56% |
Shore Point Advisors, LLC | 2,600,000 | $2,600,000 | 2.43% |
LOWERY THOMAS, LLC | 2,502,091 | $2,502,000 | 2.39% |
TFC Financial Management, Inc. | 7,486,602 | $7,487,000 | 2.23% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 3,002,858 | $3,003,000 | 1.18% |
InterOcean Capital Group, LLC | 18,400,000 | $18,400,000 | 0.75% |
Sound View Wealth Advisors Group, LLC | 1,976,771 | $1,977,000 | 0.41% |
CreativeOne Wealth, LLC | 5,000,000 | $5,000,000 | 0.27% |
JEPPSON WEALTH MANAGEMENT, LLC | 314,351 | $314,000 | 0.14% |