SCHWAB CHARLES FAMILY FD's ticker is and the CUSIP is 808515530.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,002,478 | – | 1,002,478 | – | 0.11% | – |
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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% |