NewSquare Capital LLC - SCHWAB CHARLES FAMILY FD ownership

SCHWAB CHARLES FAMILY FD's ticker is and the CUSIP is 808515530. A total of 55 filers reported holding SCHWAB CHARLES FAMILY FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SCHWAB CHARLES FAMILY FD
ValueSharesWeighting
Q2 2024$1,027,752
+0.9%
1,027,752
+0.9%
0.09%
-2.2%
Q1 2024$1,019,063
+0.6%
1,019,063
+0.6%
0.09%
-7.2%
Q4 2023$1,012,647
+1.0%
1,012,647
+1.0%
0.10%
-8.5%
Q3 2023$1,002,4781,002,4780.11%
Other shareholders
SCHWAB CHARLES FAMILY FD shareholders Q4 2023
NameSharesValueWeighting ↓
Red Mountain Financial, LLC 8,541,032$8,541,03210.30%
Integrated Investment Consultants, LLC 20,114,800$20,114,8005.54%
Cassady Schiller Wealth Management, LLC 9,737,777$9,737,7773.96%
Blue Barn Wealth, LLC 6,666,137$6,666,1373.71%
Ausdal Financial Partners, Inc. 32,369,000$32,369,0003.46%
Rappaport Reiches Capital Management, LLC 9,828,341$9,828,3412.90%
Leonard Rickey Investment Advisors P.L.L.C. 10,365,000$10,365,0002.48%
CMG Global Holdings, LLC 3,579,600$3,579,6002.37%
WMS Partners, LLC 36,927,977$36,927,9772.36%
Advisor OS, LLC 13,032,440$13,032,4401.43%
View complete list of SCHWAB CHARLES FAMILY FD shareholders