SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY

CUSIP: 808515530

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / AMT TAX FREE MNY
Total 13F shares
264,038,193
Share change
+41,114,050
Total reported value
$264,038,969
Price per share
$1.00
Number of holders
61
Value change
+$41,114,167
Number of buys
35
Number of sells
27

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 Q1 2024

As of 31 Mar 2024, SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY was held by 61 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 264,038,193 shares. The largest 10 holders included WMS Partners, LLC, Corient Private Wealth LLC, Badgley Phelps Wealth Managers, LLC, Integrated Investment Consultants, LLC, InterOcean Capital Group, LLC, Rappaport Reiches Capital Management, LLC, HB Wealth Management, LLC, Keebeck Wealth Management, LLC, KANAWHA CAPITAL MANAGEMENT LLC, and CWM, LLC. This page lists 61 institutional shareholders reporting positions in this security for the Q1 2024 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.