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 49 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		$23,725	03/31/2024
AMT TAX FREE MNY	23,725,476	$23,725	03/31/2024
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
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
Blue Barn Wealth LLC		$5,632	03/31/2024
AMT TAX FREE MNY	5,631,659	$5,632	03/31/2024
Tradition Wealth Management LLC		$5,340	03/31/2024
AMT TAX FREE MNY	5,340,496	$5,340	03/31/2024
Sowell Financial Services LLC		$4,276	03/31/2024
AMT TAX FREE MNY	4,276,312	$4,276	03/31/2024
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
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		$2,724	03/31/2024
AMT TAX FREE MNY	2,724,463	$2,724	03/31/2024
Evanson Asset Management LLC		$2,650	03/31/2024
AMT TAX FREE MNY	2,649,886	$2,650	03/31/2024
Obermeyer Wood Investment Counsel Lllp		$2,470	03/31/2024
AMT TAX FREE MNY	2,470,000	$2,470	03/31/2024
Independent Advisor Alliance		$2,391	03/31/2024
AMT TAX FREE MNY	2,390,632	$2,391	03/31/2024
Wealth Enhancement Advisory Services LLC		$2,064	03/31/2024
AMT TAX FREE MNY	2,064,314	$2,064	03/31/2024
Baker Tilly Financial LLC		$1,755	03/31/2024
AMT TAX FREE MNY	1,755,241	$1,755	03/31/2024
RSM US Wealth Management LLC		$1,650	03/31/2024
AMT TAX FREE MNY	1,650,089	$1,650	03/31/2024
Zacks Investment Management		$1,564	12/31/2023
AMT TAX FREE MNY	1,563,654	$1,564	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
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
Belpointe Asset Management LLC		$1,024	03/31/2024
ETF	1,023,829	$1,024	03/31/2024
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
Modern Wealth Management LLC		$926	03/31/2024
AMT TAX FREE MNY	926,325	$926	03/31/2024
Creative Planning		$836	03/31/2024
AMT TAX FREE MNY	835,935	$836	03/31/2024
Steel Peak Wealth Management LLC		$750	03/31/2024
AMT TAX FREE MNY	750,000	$750	03/31/2024
Sfmg LLC		$718	03/31/2024
AMT TAX FREE MNY	718,403	$718	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
Resources Investment Advisors LLC.		$567	03/31/2024
AMT TAX FREE MNY	566,826	$567	03/31/2024
Nuveen Asset Management LLC		$514	03/31/2024
AMT TAX FREE MNY	514,000	$514	03/31/2024
Advisory Services Network LLC		$347	03/31/2024
Money Market Fund	347,349	$347	03/31/2024
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
Westover Capital Advisors LLC		$255	03/31/2024
AMT TAX FREE MNY	255,000	$255	03/31/2024
Aptus Capital Advisors LLC		$195	12/31/2023
AMT TAX FREE MNY	194,990	$195	12/31/2023
Charles Schwab Investment Advisory Inc.		$50	03/31/2024
AMT TAX FREE MNY	50,000	$50	03/31/2024
Austin Private Wealth LLC		$28	03/31/2024
AMT TAX FREE MNY	28,409	$28	03/31/2024
Proequities Inc.	0	$0	03/31/2024
AMT TAX FREE MNY	0	$0	03/31/2024

Funds In Focus

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