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Get Institutions for : 
Schwab (Charles) Family Funds (SWVX.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    1
Total shares held : 
 94,813,978  
% of shares held : 
 10.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 12,587,573  
% of shares held change : 
   1.4%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 461,175
 0.49%
 
Increased Positions :
5
 26,498,524
 27.95%
 
Unchanged Positions :
1
 13,689,611
 14.44%
 
Decreased Positions :
3
-9,458,218
-9.98%
 
Closed Positions :
4
-4,913,908
-5.18%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  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
   Jackson Wealth Management LLC 4 - 2023-12-31 28,765,787 $28,766,000 -9,429,961
   DIVIDEND GROWTH ADVISORS LLC 2 - 2023-12-31 26,775,528 $26,776,000 1,876,434
   Strategic Investment Solutions Inc. /IL 1 - 2023-12-31 23,952,056 $23,952,000 23,952,056
   Main Street Group LTD 4 - 2023-12-31 13,689,611 $13,690,000 0
   TUCKER ASSET MANAGEMENT LLC 6 - 2023-12-31 9,951,074 $9,951,000 6,919,698
   STONEBRIDGE CAPITAL MANAGEMENT INC 13 - 2024-03-31 5,661,690 $5,662,000 621,083
   Game Plan Financial Advisors LLC 9 - 2024-03-31 4,670,702 $4,671,000 -1,774,877
   Livelsberger Financial Advisory 5 - 2023-12-31 2,829,606 $2,830,000 0
   PSI Advisors LLC 69 - 2023-12-31 684,763 $685,000 552,274
   Westside Investment Management Inc. 160 - 2024-03-31 365,035 $365,000 263,057
   TWIN CAPITAL MANAGEMENT INC 259 - 2023-12-31 232,990 $233,000 -12,795
   DCM Advisors LLC 110 - 2023-12-31 230,895 $231,000 117,681
   Laffer Tengler Investments 116 *New 2023-12-31 200,203 $200,000 200,203
   ITHAKA GROUP LLC 37 *New 2023-12-31 158,994 $159,000 158,994
   Eagle Bay Advisors LLC 424 - 2023-12-31 15,943 $16,000 -15,462
   RFP Financial Group LLC 506 - 2023-12-31 5,230 $5,000 79
   ORG Partners LLC 1033 *Closed 2023-12-31 0 $0 -2,768,090
   M HOLDINGS SECURITIES, INC. 190 *Closed 2023-12-31 0 $0 -1,432,544
   WINDHAM CAPITAL MANAGEMENT, LLC 87 *Closed 2023-12-31 0 $0 -424,377
   SHAPIRO CAPITAL MANAGEMENT CO INC 70 *Closed 2023-12-31 0 $0 -288,897
  20 Records found
  1    
  Page 1 of 1
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