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 | $4,495,924 | +3111.0% | 4,495,923 | +3111.0% | 1.24% | +3012.5% |
| Q2 2023 | $140,015 | -26.3% | 140,015 | -26.3% | 0.04% | -34.4% |
| Q1 2023 | $190,015 | 0.0% | 190,015 | 0.0% | 0.06% | -11.6% |
| Q4 2022 | $190,015 | +0.0% | 190,015 | 0.0% | 0.07% | -9.2% |
| Q3 2022 | $190,000 | -86.5% | 190,015 | -86.5% | 0.08% | -83.4% |
| Q1 2022 | $1,410,000 | – | 1,410,030 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WARNER FINANCIAL, INC | 13,311,802 | $13,312,000 | 10.71% |
| LOWERY THOMAS, LLC | 2,008,865 | $2,009,000 | 2.35% |
| Smallwood Wealth Investment Management, LLC | 2,528,761 | $2,529,000 | 2.27% |
| Shore Point Advisors, LLC | 1,650,000 | $1,650,000 | 1.61% |
| TFC Financial Management, Inc. | 3,767,243 | $3,767,000 | 1.19% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 2,510,854 | $2,511,000 | 0.97% |
| OKABENA INVESTMENT SERVICES INC | 1,700,000 | $1,700,000 | 0.82% |
| InterOcean Capital Group, LLC | 18,449,113 | $18,449,000 | 0.76% |
| Sound View Wealth Advisors Group, LLC | 1,942,099 | $1,942,000 | 0.44% |
| Independent Advisor Alliance | 7,332,797 | $7,333,000 | 0.43% |