SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY

CUSIP: 808515530

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / AMT TAX FREE MNY
Total 13F shares
116,091,341
Share change
+22,561,516
Total reported value
$116,091,367
Price per share
$1.00
Number of holders
35
Value change
+$22,560,016
Number of buys
20
Number of sells
19

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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Institutional Holders of SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY as of Q2 2023

As of 30 Jun 2023, SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY was held by 35 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 116,091,341 shares. The largest 10 holders included WMS Partners, LLC, InterOcean Capital Group, LLC, Rappaport Reiches Capital Management, LLC, Paradiem, LLC, ALTFEST L J & CO INC, BAKER TILLY WEALTH MANAGEMENT, LLC, CMG Global Holdings, LLC, Cerity Partners LLC, CWM, LLC, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. This page lists 35 institutional shareholders reporting positions in this security for the Q2 2023 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.