Schwab Charles Family FD

CUSIP: 808515530 | 123 institutional holders

Institutional Holders — Q1 2025

Sort by

1.2% of portfolio$4.0M

0.0% of portfolio$72.2K

				Style	Turnover	Location	Filed
Vermillion Wealth Management, Inc.	4,000,312	$4.0M	1.2%	Value	Low	Rosemount, MN	2025-04-28
CreativeOne Wealth, LLC	72,208	$72.2K	0.0%	ETF	Medium	Overland Park, KS	2025-05-14