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Schwab Charles Family FD

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vermillion Wealth Management, Inc.
NEW
Shares4,000,312
Change+4,000,312
Value$4.0M
Filed 2025-04-28
CreativeOne Wealth, LLC
DECREASED
Shares72,208 from 216,208
Change-144,000 (-67%)
Value$72.2K (-$144.0K)
Filed 2025-05-14
Red Mountain Financial, LLC
CLOSED
Shares0 from 12,766,056
Change-12,766,056 (-100%)
Value$0 (-$12.8M)
Filed 2025-04-28
Verus Capital Partners, LLC
CLOSED
Shares0 from 4,303,808
Change-4,303,808 (-100%)
Value$0 (-$4.3M)
Filed 2026-07-09
Baker Tilly Wealth Management, LLC
CLOSED
Shares0 from 1,989,788
Change-1,989,788 (-100%)
Value$0 (-$2.0M)
Filed 2025-04-09
Partnership Wealth Management, LLC
CLOSED
Shares0 from 1,867,629
Change-1,867,629 (-100%)
Value$0 (-$1.9M)
Filed 2025-04-07
IFP Advisors, Inc
CLOSED
Shares0 from 1,397,800
Change-1,397,800 (-100%)
Value$0 (-$1.4M)
Filed 2025-05-05
Belpointe Asset Management LLC
CLOSED
Shares0 from 1,037,885
Change-1,037,885 (-100%)
Value$0 (-$1.0M)
Filed 2025-05-20
Aurora Private Wealth, Inc.
CLOSED
Shares0 from 913,080
Change-913,080 (-100%)
Value$0 (-$913)
Filed 2025-04-29
Silvia Mccoll Wealth Management, LLC
CLOSED
Shares0 from 564,164
Change-564,164 (-100%)
Value$0 (-$564.2K)
Filed 2025-04-07
McBroom & Associates, LLC
CLOSED
Shares0 from 532,437
Change-532,437 (-100%)
Value$0 (-$532.4K)
Filed 2025-04-17
Fairview Capital Investment Management, LLC
CLOSED
Shares0 from 200,000
Change-200,000 (-100%)
Value$0 (-$200.0K)
Filed 2025-05-15
Cassady Schiller Wealth Management, LLC
N/A
Shares— from 3,382,476
Change-3,382,476 (-100%)
Value—
Status
Vermillion Wealth Management, Inc.
NEW4,000,312—+4,000,312——$4.0M—2025-04-28
CreativeOne Wealth, LLC
DECREASED72,208216,208-144,000-67%$216.2K$72.2K-$144.0K2025-05-14
Red Mountain Financial, LLC
CLOSED012,766,056-12,766,056-100%$12.8M$0-$12.8M2025-04-28
Verus Capital Partners, LLC
CLOSED04,303,808-4,303,808-100%$4.3M$0-$4.3M2026-07-09
Baker Tilly Wealth Management, LLC
CLOSED01,989,788-1,989,788-100%$2.0M$0-$2.0M2025-04-09
Partnership Wealth Management, LLC
CLOSED01,867,629-1,867,629-100%$1.9M$0-$1.9M2025-04-07
IFP Advisors, Inc
CLOSED01,397,800-1,397,800-100%$1.4M$0-$1.4M2025-05-05
Belpointe Asset Management LLC
CLOSED01,037,885-1,037,885-100%$1.0M$0-$1.0M2025-05-20
Aurora Private Wealth, Inc.
CLOSED0913,080-913,080-100%$913$0-$9132025-04-29
Silvia Mccoll Wealth Management, LLC
CLOSED0564,164-564,164-100%$564.2K$0-$564.2K2025-04-07
McBroom & Associates, LLC
CLOSED0532,437-532,437-100%$532.4K$0-$532.4K2025-04-17
Fairview Capital Investment Management, LLC
CLOSED0200,000-200,000-100%$200.0K$0-$200.0K2025-05-15
Cassady Schiller Wealth Management, LLC
N/A—3,382,476-3,382,476-100%$3.4M———
Showing 13 of 13 institutions