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Get Institutions for : 
Schwab AMT Tax-Free Money Fund;Ultra (SCTXX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    12
Total shares held : 
 246,844,474  
% of shares held : 
 27.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 54,148,227  
% of shares held change : 
   6.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
0.00 (0.00%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 64,924,872
 26.3%
 
Increased Positions :
21
 13,345,235
 5.41%
 
Unchanged Positions :
7
 21,460,952
 8.69%
 
Decreased Positions :
20
-24,121,880
-9.77%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WMS PARTNERS, LLC 13 - 2024-03-31 41,387,774 $41,388,000 -6,752,144
   InterOcean Capital Group LLC 56 - 2024-03-31 18,079,735 $18,080,000 -671,826
   Rappaport Reiches Capital Management LLC - 2024-03-31 10,756,260 $10,756,000 -2,726,456
   Copperwynd Financial LLC 10 - 2024-03-31 5,650,162 $5,650,000 -3,052,128
   MARINER WEALTH ADVISORS, LLC 730 - 2024-03-31 4,958,930 $4,959,000 -2,341,070
   Narus Financial Partners LLC - 2024-03-31 3,664,360 $3,664,000 -1,372,002
   9258 Wealth Management LLC 45 - 2024-03-31 3,043,654 $3,044,000 -261,826
   Opes Wealth Management LLC 36 - 2024-03-31 2,724,463 $2,724,000 -258,509
   Evanson Asset Management LLC - 2024-03-31 2,649,886 $2,650,000 -889,074
   TITLEIST ASSET MANAGEMENT LLC 60 - 2024-03-31 2,472,086 $2,472,000 -1,195,339
   Independent Advisor Alliance 194 - 2024-03-31 2,390,632 $2,391,000 -1,151,488
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC - 2024-03-31 2,064,314 $2,064,000 -395,832
   CREATIVE PLANNING 1458 - 2024-03-31 835,935 $836,000 -7,293,396
   Steel Peak Wealth Management LLC - 2024-03-31 750,000 $750,000 -458,000
   SFMG, LLC 111 - 2024-03-31 718,403 $718,000 -483,956
   ALTFEST L J & CO INC 174 - 2024-03-31 581,041 $581,000 -1,044,619
   Resources Investment Advisors Inc. 692 - 2024-03-31 566,826 $567,000 -316,236
   Change Path LLC 629 - 2024-03-31 413,703 $414,000 -163,098
   Oak Harvest Investment Services - 2024-03-31 295,181 $295,000 -293,396
   WESTOVER CAPITAL ADVISORS, LLC 161 - 2024-03-31 255,000 $255,000 -805,000
   Austin Private Wealth LLC - 2024-03-31 28,409 $28,000 -196,313
   JEPPSON WEALTH MANAGEMENT LLC - 2024-03-31 17,997 $18,000 -2,105
  22 Records found
  1    
  Page 1 of 1
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