SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY

CUSIP: 808515530

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / AMT TAX FREE MNY
Total 13F shares
222,924,143
Share change
+34,388,807
Total reported value
$222,924,551
Price per share
$1.00
Number of holders
53
Value change
+$34,388,435
Number of buys
30
Number of sells
25

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 Q4 2023

As of 31 Dec 2023, SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY was held by 53 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 222,924,143 shares. The largest 10 holders included WMS Partners, LLC, InterOcean Capital Group, LLC, Corient Private Wealth LLC, Rappaport Reiches Capital Management, LLC, Turtle Creek Wealth Advisors, LLC, Badgley Phelps Wealth Managers, LLC, Copperwynd Financial, LLC, Creative Planning, CAPTRUST FINANCIAL ADVISORS, and Mariner, LLC. This page lists 53 institutional shareholders reporting positions in this security for the Q4 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.