SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY

CUSIP: 808515530

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / AMT TAX FREE MNY
Total 13F shares
385,168,761
Share change
+26,644,817
Total reported value
$385,170,600
Price per share
$1.00
Number of holders
75
Value change
+$26,644,786
Number of buys
47
Number of sells
29

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 2024

As of 30 Sep 2024, SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY was held by 75 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 385,168,761 shares. The largest 10 holders included WMS Partners, LLC, Ausdal Financial Partners, Inc., Integrated Investment Consultants, LLC, Corient Private Wealth LLC, HB Wealth Management, LLC, Advisor OS, LLC, Tradition Wealth Management, LLC, IFP Advisors, Inc, COLDSTREAM CAPITAL MANAGEMENT INC, and Sanctuary Advisors, LLC. This page lists 75 institutional shareholders reporting positions in this security for the Q3 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.