SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY

CUSIP: 808515530

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / AMT TAX FREE MNY
Total 13F shares
180,017,556
Share change
+63,926,215
Total reported value
$180,018,811
Price per share
$1.00
Number of holders
44
Value change
+$63,926,556
Number of buys
32
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 Q3 2023

As of 30 Sep 2023, SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY was held by 44 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 180,017,556 shares. The largest 10 holders included WMS Partners, LLC, InterOcean Capital Group, LLC, CAPTRUST FINANCIAL ADVISORS, Rappaport Reiches Capital Management, LLC, Copperwynd Financial, LLC, CWM, LLC, Blue Barn Wealth, LLC, TRIAD FINANCIAL ADVISORS, INC., Opes Wealth Management LLC, and Spectrum Asset Management, Inc. (NB/CA). This page lists 44 institutional shareholders reporting positions in this security for the Q3 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.