CUSIP: 808515530
Q3 2022 13F Holders as of 30 Sep 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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72,933,812
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Share change
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+10,062,321
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Total reported value
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$72,934,000
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Price per share
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$1.00
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Number of holders
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19
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Value change
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+$10,062,733
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Number of buys
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10
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Number of sells
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10
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:
Q4 2022
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Previous quarter:
Q2 2022
Recent filing periods for CUSIP 808515530:
Institutional Holders of SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY as of Q3 2022
As of 30 Sep 2022,
SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
72,933,812 shares.
The largest 10 holders included
InterOcean Capital Group, LLC, WARNER FINANCIAL, INC, CIBC Private Wealth Group, LLC, Independent Advisor Alliance, Creative Planning, TFC Financial Management, Smallwood Wealth Investment Management, LLC, RAINEY & RANDALL INVESTMENT MANAGEMENT INC., LOWERY THOMAS, LLC, and Sound View Wealth Advisors Group, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q3 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.