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Funds Holding SCHWABCHARLESFAMILYFD
On this page, we present all of the funds holding SCHWABCHARLESFAMILYFD from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SCHWABCHARLESFAMILYFD, with a link to that fund's top holdings. The next columns
indicate the amount of SCHWABCHARLESFAMILYFD stock held by each of the funds holding SCHWABCHARLESFAMILYFD, followed by the SCHWABCHARLESFAMILYFD position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 45 funds holding SCHWABCHARLESFAMILYFD within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by WMS Partners LLC. For more details on the positions held by WMS Partners LLC
(or by any of the other funds holding SCHWABCHARLESFAMILYFD), click the fund name in the "Holder" column of the funds-holding-SCHWABCHARLESFAMILYFD table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 WMS Partners LLC | | $48,140 | 12/31/2023 | | AMT TAX FREE MNY | 48,139,918 | $48,140 | 12/31/2023 | | CI Private Wealth LLC | | $18,065 | 12/31/2023 | | AMT TAX FREE MNY | 18,065,453 | $18,065 | 12/31/2023 | | HB Wealth Management LLC | | $9,910 | 03/31/2024 | | AMT TAX FREE MNY | 9,910,000 | $9,910 | 03/31/2024 | | Badgley Phelps Wealth Managers LLC | | $9,100 | 12/31/2023 | | AMT TAX FREE MNY | 9,099,630 | $9,100 | 12/31/2023 | | Creative Planning | | $8,129 | 12/31/2023 | | AMT TAX FREE MNY | 8,129,331 | $8,129 | 12/31/2023 | | CWM LLC | | $7,322 | 03/31/2024 | | AMT TAX FREE MNY | 7,321,544 | $7,322 | 03/31/2024 | | Mariner LLC | | $7,300 | 12/31/2023 | | AMT TAX FREE MNY | 7,300,000 | $7,300 | 12/31/2023 | | Copperwynd Financial LLC | | $5,650 | 03/31/2024 | | AMT TAX FREE MNY | 5,650,162 | $5,650 | 03/31/2024 | | Sowell Financial Services LLC | | $4,256 | 12/31/2023 | | AMT TAX FREE MNY | 4,255,746 | $4,256 | 12/31/2023 | | Spectrum Asset Management Inc. NB CA | | $4,028 | 03/31/2024 | | AMT TAX FREE MNY | 4,028,000 | $4,028 | 03/31/2024 | | Narus Financial Partners LLC | | $3,664 | 03/31/2024 | | AMT TAX FREE MNY | 3,664,360 | $3,664 | 03/31/2024 | | Independent Advisor Alliance | | $3,542 | 12/31/2023 | | AMT TAX FREE MNY | 3,542,120 | $3,542 | 12/31/2023 | | CMG Global Holdings LLC | | $3,264 | 12/31/2023 | | AMT TAX FREE MNY | 3,264,072 | $3,264 | 12/31/2023 | | Opes Wealth Management LLC | | $2,983 | 12/31/2023 | | AMT TAX FREE MNY | 2,982,972 | $2,983 | 12/31/2023 | | Evanson Asset Management LLC | | $2,650 | 03/31/2024 | | AMT TAX FREE MNY | 2,649,886 | $2,650 | 03/31/2024 | | Apollon Wealth Management LLC | | $2,240 | 12/31/2023 | | AMT TAX FREE MNY | 2,240,415 | $2,240 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | | $2,064 | 03/31/2024 | | AMT TAX FREE MNY | 2,064,314 | $2,064 | 03/31/2024 | | Zacks Investment Management | | $1,564 | 12/31/2023 | | AMT TAX FREE MNY | 1,563,654 | $1,564 | 12/31/2023 | | Baker Tilly Financial LLC | | $1,562 | 12/31/2023 | | AMT TAX FREE MNY | 1,562,103 | $1,562 | 12/31/2023 | | BetterWealth LLC | | $1,559 | 03/31/2024 | | AMT TAX FREE MNY | 1,558,729 | $1,559 | 03/31/2024 | | Mercer Global Advisors Inc. ADV | | $1,558 | 12/31/2023 | | AMT TAX FREE MNY | 1,558,234 | $1,558 | 12/31/2023 | | We Are One Seven LLC | | $1,405 | 12/31/2023 | | AMT TAX FREE MNY | 1,404,717 | $1,405 | 12/31/2023 | | Arkfeld Wealth Strategies L.L.C. | | $1,387 | 03/31/2024 | | AMT TAX FREE MNY | 1,387,288 | $1,387 | 03/31/2024 | | Cedar Brook Financial Partners LLC | | $1,255 | 03/31/2024 | | AMT TAX FREE MNY | 1,254,874 | $1,255 | 03/31/2024 | | Sfmg LLC | | $1,202 | 12/31/2023 | | AMT TAX FREE MNY | 1,202,359 | $1,202 | 12/31/2023 | | Catalyst Private Wealth LLC | | $1,100 | 03/31/2024 | | AMT TAX FREE MNY | 1,100,000 | $1,100 | 03/31/2024 | | McAdam LLC | | $1,066 | 03/31/2024 | | AMT TAX FREE MNY | 1,066,081 | $1,066 | 03/31/2024 | | Westover Capital Advisors LLC | | $1,060 | 12/31/2023 | | AMT TAX FREE MNY | 1,060,000 | $1,060 | 12/31/2023 | | Belpointe Asset Management LLC | | $1,017 | 12/31/2023 | | ETF | 1,017,383 | $1,017 | 12/31/2023 | | AMI Investment Management Inc. | | $1,014 | 03/31/2024 | | AMT TAX FREE MNY | 1,014,295 | $1,014 | 03/31/2024 | | Formidable Asset Management LLC | | $1,000 | 12/31/2023 | | AMT TAX FREE MNY | 1,000,000 | $1,000 | 12/31/2023 | | Resources Investment Advisors LLC. | | $883 | 12/31/2023 | | AMT TAX FREE MNY | 883,062 | $883 | 12/31/2023 | | Steel Peak Wealth Management LLC | | $750 | 03/31/2024 | | AMT TAX FREE MNY | 750,000 | $750 | 03/31/2024 | | TFC Financial Management | | $711 | 03/31/2024 | | AMT TAX FREE MNY | 710,809 | $711 | 03/31/2024 | | Silvia Mccoll Wealth Management LLC | | $676 | 03/31/2024 | | AMT TAX FREE MNY | 675,817 | $676 | 03/31/2024 | | Mirador Capital Partners LP | | $597 | 03/31/2024 | | AMT TAX FREE MNY | 596,732 | $597 | 03/31/2024 | | Altfest L J & Co. Inc. | | $581 | 03/31/2024 | | AMT TAX FREE MNY | 581,041 | $581 | 03/31/2024 | | Change Path LLC | | $577 | 12/31/2023 | | AMT TAX FREE MNY | 576,801 | $577 | 12/31/2023 | | RSM US Wealth Management LLC | | $460 | 12/31/2023 | | AMT TAX FREE MNY | 459,614 | $460 | 12/31/2023 | | JRM Investment Counsel LLC | | $347 | 12/31/2023 | | AMT TAX FREE MNY | 346,829 | $347 | 12/31/2023 | | Oak Harvest Investment Services | | $295 | 03/31/2024 | | AMT TAX FREE MNY | 295,181 | $295 | 03/31/2024 | | Advisory Services Network LLC | | $220 | 12/31/2023 | | Money Market Fund | 219,886 | $220 | 12/31/2023 | | Aptus Capital Advisors LLC | | $195 | 12/31/2023 | | AMT TAX FREE MNY | 194,990 | $195 | 12/31/2023 | | Austin Private Wealth LLC | | $28 | 03/31/2024 | | AMT TAX FREE MNY | 28,409 | $28 | 03/31/2024 | | Blue Barn Wealth LLC | | $14 | 12/31/2023 | | AMT TAX FREE MNY | 13,741 | $14 | 12/31/2023 |  Proequities Inc. | 0 | $0 | 12/31/2023 | | AMT TAX FREE MNY | 0 | $0 | 12/31/2023 |
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