Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Schwab (Charles) Family Funds (SWVX.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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
   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
   Westside Investment Management Inc. 160 - 2024-03-31 365,035 $365,000 263,057
   DCM Advisors LLC 110 - 2023-12-31 230,895 $231,000 117,681
   RFP Financial Group LLC 506 - 2023-12-31 5,230 $5,000 79

  7 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results