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Funds Holding CHARLESSCHWABCORP
On this page, we present all of the funds holding CHARLESSCHWABCORP from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding CHARLESSCHWABCORP, with a link to that fund's top holdings. The next columns
indicate the amount of CHARLESSCHWABCORP stock held by each of the funds holding CHARLESSCHWABCORP, followed by the CHARLESSCHWABCORP position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 1 funds holding CHARLESSCHWABCORP within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by SAM Advisors LLC. For more details on the positions held by SAM Advisors LLC
(or by any of the other funds holding CHARLESSCHWABCORP), click the fund name in the "Holder" column of the funds-holding-CHARLESSCHWABCORP table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
SAM Advisors LLC | 48,492 | $3,336 | 12/31/2023 | COM | 48,492 | $3,336 | 12/31/2023 | Montecito Bank & Trust | 100,000 | $99 | 03/31/2024 | Pfd Stk | 100,000 | $99 | 03/31/2024 |
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