SCHWAB CHARLES FAMILY FD's ticker is and the CUSIP is 808515530. A total of 36 filers reported holding SCHWAB CHARLES FAMILY FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rappaport Reiches Capital Management, LLC | 11,611,000 | $11,611,000 | 5.82% |
Smallwood Wealth Investment Management, LLC | 2,521,934 | $2,522,000 | 2.56% |
Shore Point Advisors, LLC | 2,600,000 | $2,600,000 | 2.43% |
LOWERY THOMAS, LLC | 2,502,091 | $2,502,000 | 2.39% |
TFC Financial Management, Inc. | 7,486,602 | $7,487,000 | 2.23% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 3,002,858 | $3,003,000 | 1.18% |
InterOcean Capital Group, LLC | 18,400,000 | $18,400,000 | 0.75% |
Sound View Wealth Advisors Group, LLC | 1,976,771 | $1,977,000 | 0.41% |
CreativeOne Wealth, LLC | 5,000,000 | $5,000,000 | 0.27% |
JEPPSON WEALTH MANAGEMENT, LLC | 314,351 | $314,000 | 0.14% |