SCHWAB CHARLES FAMILY FD's ticker is and the CUSIP is 808515530. A total of 33 filers reported holding SCHWAB CHARLES FAMILY FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $788,884 | -59.4% | 788,884 | -59.4% | 0.19% | -60.7% |
| Q2 2023 | $1,943,884 | -62.6% | 1,943,884 | -62.6% | 0.48% | -64.4% |
| Q1 2023 | $5,194,494 | +106.1% | 5,194,493 | +106.1% | 1.34% | +84.7% |
| Q4 2022 | $2,520,216 | -33.1% | 2,520,216 | -33.1% | 0.73% | -39.1% |
| Q3 2022 | $3,767,000 | -49.7% | 3,767,243 | -49.7% | 1.19% | -46.5% |
| Q2 2022 | $7,487,000 | – | 7,486,602 | – | 2.23% | – |
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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% |