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 | $2,049,418 | +24.2% | 2,049,418 | +24.2% | 0.03% | -19.0% |
| Q1 2024 | $1,650,089 | +259.0% | 1,650,089 | +259.0% | 0.04% | +250.0% |
| Q4 2023 | $459,614 | +0.9% | 459,614 | +1.0% | 0.01% | -25.0% |
| Q3 2023 | $455,608 | +0.8% | 454,998 | +0.8% | 0.02% | +6.7% |
| Q2 2023 | $451,803 | -75.6% | 451,171 | -75.6% | 0.02% | -76.9% |
| Q1 2023 | $1,849,663 | +22.5% | 1,849,663 | +22.5% | 0.06% | -13.3% |
| Q4 2022 | $1,509,489 | +0.6% | 1,509,489 | +0.6% | 0.08% | -13.8% |
| Q3 2022 | $1,500,000 | – | 1,500,000 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Red Mountain Financial, LLC | 8,541,032 | $8,541,032 | 10.30% |
| Integrated Investment Consultants, LLC | 20,114,800 | $20,114,800 | 5.54% |
| Cassady Schiller Wealth Management, LLC | 9,737,777 | $9,737,777 | 3.96% |
| Blue Barn Wealth, LLC | 6,666,137 | $6,666,137 | 3.71% |
| Ausdal Financial Partners, Inc. | 32,369,000 | $32,369,000 | 3.46% |
| Rappaport Reiches Capital Management, LLC | 9,828,341 | $9,828,341 | 2.90% |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,365,000 | $10,365,000 | 2.48% |
| CMG Global Holdings, LLC | 3,579,600 | $3,579,600 | 2.37% |
| WMS Partners, LLC | 36,927,977 | $36,927,977 | 2.36% |
| Advisor OS, LLC | 13,032,440 | $13,032,440 | 1.43% |