| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| JEPPSON WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.06% | 0.14% | Q2 2022 | Q3 2023 | 6 |
| InterOcean Capital Group, LLC | 6 | 6 | 0.57% | 0.66% | 0.76% | Q2 2022 | Q3 2023 | 6 |
| CreativeOne Wealth, LLC | 6 | 6 | 0.02% | 0.07% | 0.27% | Q2 2022 | Q3 2023 | 6 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
| TFC Financial Management, Inc. | 6 | 6 | 0.19% | 1.03% | 2.23% | Q2 2022 | Q3 2023 | 6 |
| Opes Wealth Management LLC | 5 | 1 | 0.04% | 0.32% | 1.24% | Q1 2022 | Q3 2023 | 6 |
| Creative Planning | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
| CHOREO, LLC | 5 | 5 | 0.02% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
| Independent Advisor Alliance | 5 | 5 | 0.09% | 0.22% | 0.43% | Q3 2022 | Q3 2023 | 5 |
| Austin Private Wealth, LLC | 4 | 4 | 0.06% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
| Adero Partners, LLC | 4 | 4 | 0.08% | 0.18% | 0.26% | Q4 2022 | Q3 2023 | 4 |
| Claro Advisors LLC | 4 | 4 | 0.46% | 0.74% | 1.15% | Q4 2022 | Q3 2023 | 4 |
| Rappaport Reiches Capital Management, LLC | 3 | 1 | 5.82% | 6.01% | 6.30% | Q2 2022 | Q3 2023 | 4 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.71% | 0.99% | 1.17% | Q4 2022 | Q3 2023 | 4 |
| WARNER FINANCIAL, INC | 3 | 1 | 0.08% | 3.10% | 10.71% | Q3 2022 | Q3 2023 | 4 |
| ALTFEST L J & CO INC | 4 | 4 | 0.08% | 0.39% | 0.99% | Q4 2022 | Q3 2023 | 4 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.43% | 0.66% | Q4 2022 | Q3 2023 | 4 |
| ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
| CIBC Private Wealth Group, LLC | 4 | 4 | 0.00% | 0.19% | 0.70% | Q2 2022 | Q1 2023 | 4 |
| Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.03% | 0.07% | Q1 2023 | Q3 2023 | 3 |
| CMG Global Holdings, LLC | 3 | 3 | 2.90% | 3.38% | 4.17% | Q1 2023 | Q3 2023 | 3 |
| SteelPeak Wealth, LLC | 3 | 3 | 0.08% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
| OKABENA INVESTMENT SERVICES INC | 3 | 3 | 0.00% | 0.52% | 0.82% | Q3 2022 | Q1 2023 | 3 |
| MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| FDx Advisors, Inc. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 3 | 3 | 0.97% | 1.84% | 3.38% | Q1 2022 | Q3 2022 | 3 |
| Smallwood Wealth Investment Management, LLC | 3 | 3 | 2.15% | 2.33% | 2.56% | Q2 2022 | Q4 2022 | 3 |
| CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
| Wealth CMT | 2 | 2 | 0.29% | 0.34% | 0.40% | Q4 2022 | Q1 2023 | 2 |
| WMS Partners, LLC | 2 | 2 | 1.80% | 2.65% | 3.50% | Q2 2023 | Q3 2023 | 2 |
| Rice Partnership, LLC | 2 | 2 | 0.67% | 0.67% | 0.68% | Q2 2023 | Q3 2023 | 2 |
| LOWERY THOMAS, LLC | 2 | 2 | 2.35% | 2.37% | 2.39% | Q2 2022 | Q3 2022 | 2 |
| FORVIS Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
| Paradiem, LLC | 2 | 2 | 2.67% | 2.84% | 3.00% | Q1 2023 | Q2 2023 | 2 |
| NATIXIS ADVISORS, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
| Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.41% | 0.42% | 0.44% | Q2 2022 | Q3 2022 | 2 |
| Shore Point Advisors, LLC | 2 | 2 | 1.61% | 2.02% | 2.43% | Q2 2022 | Q3 2022 | 2 |
| CWM, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
| JRM Investment Counsel, LLC | 1 | 1 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 2 |
| Westover Capital Advisors, LLC | 2 | 2 | 0.23% | 0.30% | 0.36% | Q2 2023 | Q3 2023 | 2 |
| Blue Barn Wealth, LLC | 1 | 1 | 3.87% | 3.96% | 4.04% | Q1 2023 | Q3 2023 | 2 |
| 9258 Wealth Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
| Copperwynd Financial, LLC | 1 | 1 | 4.03% | 4.03% | 4.03% | Q3 2023 | Q3 2023 | 1 |
| Evanson Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
| Arkfeld Wealth Strategies, L.L.C. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
| Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 2.28% | 2.28% | 2.28% | Q3 2023 | Q3 2023 | 1 |
| ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
| Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| McAdam, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
| Morton Brown Family Wealth, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2022 | Q4 2022 | 1 |
| Worth Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
| Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
| Mirador Capital Partners LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
| Apollon Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
| Cornerstone Advisory, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
| Sowell Financial Services LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
| Corient Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
| TRIAD FINANCIAL ADVISORS, INC. | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2023 | Q3 2023 | 1 |
| Parsec Financial Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
| Clean Yield Group | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2022 | Q4 2022 | 1 |
| Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
| WBH ADVISORY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
| NewSquare Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
| MGO ONE SEVEN LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
| TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own SCHWAB CHARLES FAMILY FD or have owned SCHWAB CHARLES FAMILY FD in the past.