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Funds Holding SCHWABCHARLESFAMILYFDAMTTAXFREEMNY
On this page, we present all of the funds holding SCHWABCHARLESFAMILYFDAMTTAXFREEMNY from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SCHWABCHARLESFAMILYFDAMTTAXFREEMNY, with a link to that fund's top holdings. The next columns
indicate the amount of SCHWABCHARLESFAMILYFDAMTTAXFREEMNY stock held by each of the funds holding SCHWABCHARLESFAMILYFDAMTTAXFREEMNY, followed by the SCHWABCHARLESFAMILYFDAMTTAXFREEMNY position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 9 funds holding SCHWABCHARLESFAMILYFDAMTTAXFREEMNY within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Integrated Investment Consultants LLC. For more details on the positions held by Integrated Investment Consultants LLC
(or by any of the other funds holding SCHWABCHARLESFAMILYFDAMTTAXFREEMNY), click the fund name in the "Holder" column of the funds-holding-SCHWABCHARLESFAMILYFDAMTTAXFREEMNY table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Integrated Investment Consultants LLC | | $20,115 | 03/31/2024 | Money Market Fund | 20,114,800 | $20,115 | 03/31/2024 | InterOcean Capital Group LLC | | $18,752 | 12/31/2023 | Money Market Fund | 18,751,561 | $18,752 | 12/31/2023 | Rappaport Reiches Capital Management LLC | | $10,756 | 03/31/2024 | Money Market Fund | 10,756,260 | $10,756 | 03/31/2024 | Captrust Financial Advisors | | $8,040 | 12/31/2023 | Money Market Fund | 8,040,376 | $8,040 | 12/31/2023 | Titleist Asset Management LLC | | $3,667 | 12/31/2023 | AMT TAX FREE MNY | 3,667,425 | $3,667 | 12/31/2023 | 9258 Wealth Management LLC | | $3,044 | 03/31/2024 | Money Market Fund | 3,043,654 | $3,044 | 03/31/2024 | Partnership Wealth Management LLC | | $1,027 | 03/31/2024 | Money Market Fund | 1,026,606 | $1,027 | 03/31/2024 | NewSquare Capital LLC | | $1,019 | 03/31/2024 | Money Market Fund | 1,019,063 | $1,019 | 03/31/2024 | Jeppson Wealth Management LLC | | $18 | 03/31/2024 | Money Market Fund | 17,997 | $18 | 03/31/2024 | EverSource Wealth Advisors LLC | 0 | $0 | 12/31/2023 | Money Market Fund | 0 | $0 | 12/31/2023 |
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