CUSIP: 808515530
Q2 2022 13F Holders as of 30 Jun 2022
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Type / Class
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Equity / AMT TAX FREE MNY
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Total 13F shares
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62,871,491
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Share change
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+52,028,973
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Total reported value
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$62,872,000
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Price per share
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$1.00
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Number of holders
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15
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Value change
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+$52,028,794
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Number of buys
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14
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Number of sells
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3
Quarterly Holders Quick Answers
What is CUSIP 808515530?
CUSIP 808515530 identifies 808515530 - SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY in SEC institutional holdings data.
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Newer quarter:
Q3 2022
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Previous quarter:
Q1 2022
Recent filing periods for CUSIP 808515530:
Institutional Holders of SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY as of Q2 2022
As of 30 Jun 2022,
SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
62,871,491 shares.
The largest 10 holders included
InterOcean Capital Group, LLC, Rappaport Reiches Capital Management, LLC, TFC Financial Management, CreativeOne Wealth, LLC, Creative Planning, RAINEY & RANDALL INVESTMENT MANAGEMENT INC., Shore Point Advisors, LLC, Smallwood Wealth Investment Management, LLC, LOWERY THOMAS, LLC, and Sound View Wealth Advisors Group, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q2 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.