SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY

CUSIP: 808515530

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / AMT TAX FREE MNY
Total 13F shares
29,171,331
Share change
-351,188,648
Total reported value
$29,171,251
Price per share
$1.00
Number of holders
12
Value change
-$351,190,567
Number of buys
6
Number of sells
71

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 2024

As of 31 Dec 2024, SCHWAB CHARLES FAMILY FD - AMT TAX FREE MNY was held by 12 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 29,171,331 shares. The largest 10 holders included Red Mountain Financial, LLC, VERUS CAPITAL PARTNERS, LLC, Cassady Schiller Wealth Management, LLC, BAKER TILLY WEALTH MANAGEMENT, LLC, Partnership Wealth Management, LLC, IFP Advisors, Inc, Belpointe Asset Management LLC, Aurora Private Wealth, Inc., SILVIA MCCOLL WEALTH MANAGEMENT, LLC, and McBroom & Associates, LLC. This page lists 12 institutional shareholders reporting positions in this security for the Q4 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.