Smallwood Wealth Investment Management, LLC - SCHWAB CHARLES FAMILY FD ownership

SCHWAB CHARLES FAMILY FD's ticker is and the CUSIP is 808515530. A total of 16 filers reported holding SCHWAB CHARLES FAMILY FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Smallwood Wealth Investment Management, LLC ownership history of SCHWAB CHARLES FAMILY FD
ValueSharesWeighting
Q4 2022$2,545,450
+0.7%
2,545,450
+0.7%
2.15%
-5.2%
Q3 2022$2,529,000
+0.3%
2,528,761
+0.3%
2.27%
-11.0%
Q2 2022$2,522,0002,521,9342.56%
Other shareholders
SCHWAB CHARLES FAMILY FD shareholders Q2 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