Adero Partners, LLC - SCHWAB CHARLES FAMILY FD ownership

SCHWAB CHARLES FAMILY FD's ticker is and the CUSIP is 808515530. A total of 26 filers reported holding SCHWAB CHARLES FAMILY FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Adero Partners, LLC ownership history of SCHWAB CHARLES FAMILY FD
ValueSharesWeighting
Q3 2023$803,655
-50.8%
803,655
-50.8%
0.08%
-52.2%
Q2 2023$1,633,655
-23.5%
1,633,655
-23.5%
0.16%
-31.2%
Q1 2023$2,136,112
+0.5%
2,136,112
+0.5%
0.23%
-8.6%
Q4 2022$2,125,3582,125,3580.26%
Other shareholders
SCHWAB CHARLES FAMILY FD shareholders Q4 2022
NameSharesValueWeighting ↓
Rappaport Reiches Capital Management, LLC 14,199,453$14,199,4535.98%
Copperwynd Financial, LLC 8,590,892$8,590,8924.03%
Blue Barn Wealth, LLC 5,895,956$5,895,9563.87%
WMS Partners, LLC 44,245,197$44,245,1983.50%
CMG Global Holdings, LLC 3,607,609$3,607,6093.08%
Spectrum Asset Management, Inc. (NB/CA) 4,343,000$4,343,0002.28%
TRIAD FINANCIAL ADVISORS, INC. 5,509,288$5,509,2881.94%
Arkfeld Wealth Strategies, L.L.C. 2,000,483$2,000,4831.44%
Opes Wealth Management LLC 4,495,923$4,495,9241.24%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,167,094$1,167,0941.17%
View complete list of SCHWAB CHARLES FAMILY FD shareholders