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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665 | -25.5% | 665,491 | -25.5% | 0.05% | +118.2% |
| Q2 2023 | $893 | +17.8% | 893,025 | +17.9% | 0.02% | -40.5% |
| Q1 2023 | $758 | +30.9% | 757,663 | +30.8% | 0.04% | +15.6% |
| Q4 2022 | $579 | -99.9% | 579,463 | +8.1% | 0.03% | 0.0% |
| Q3 2022 | $536,000 | -89.3% | 535,878 | -89.3% | 0.03% | -88.2% |
| Q2 2022 | $5,000,000 | – | 5,000,000 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 14,199,453 | $14,199,453 | 5.98% |
| Copperwynd Financial, LLC | 8,590,892 | $8,590,892 | 4.03% |
| Blue Barn Wealth, LLC | 5,895,956 | $5,895,956 | 3.87% |
| WMS Partners, LLC | 44,245,197 | $44,245,198 | 3.50% |
| CMG Global Holdings, LLC | 3,607,609 | $3,607,609 | 3.08% |
| Spectrum Asset Management, Inc. (NB/CA) | 4,343,000 | $4,343,000 | 2.28% |
| TRIAD FINANCIAL ADVISORS, INC. | 5,509,288 | $5,509,288 | 1.94% |
| Arkfeld Wealth Strategies, L.L.C. | 2,000,483 | $2,000,483 | 1.44% |
| Opes Wealth Management LLC | 4,495,923 | $4,495,924 | 1.24% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1,167,094 | $1,167,094 | 1.17% |