CUSIP 808515530
SCHWAB CHARLES FAMILY FD
105 institutions · $736.3M total · 445,681,089 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 9,800,000 | $315.1M | 2.19% | 2023-12-31 |
| 2 | WMS Partners, LLC | 37,690,165 | $37.7M | 8.45% | 2024-09-30 |
| 3 | Ausdal Financial Partners, Inc. | 29,857,000 | $29.9M | 6.69% | 2024-09-30 |
| 4 | Integrated Investment Consultants, LLC | 18,203,800 | $18.2M | 4.08% | 2024-09-30 |
| 5 | Corient Private Wealth LLC | 18,148,635 | $18.1M | 4.07% | 2024-09-30 |
| 6 | HB Wealth Management, LLC | 18,085,428 | $18.1M | 4.05% | 2024-09-30 |
| 7 | InterOcean Capital Group, LLC | 18,079,735 | $18.1M | 4.05% | 2024-03-31 |
| 8 | Advisor OS, LLC | 16,544,067 | $16.5M | 3.71% | 2024-09-30 |
| 9 | Tradition Wealth Management, LLC | 14,186,248 | $14.2M | 3.18% | 2024-09-30 |
| 10 | IFP Advisors, Inc | 14,015,600 | $14.0M | 3.14% | 2024-12-31 |
| 11 | COLDSTREAM CAPITAL MANAGEMENT INC | 13,972,200 | $14.0M | 3.13% | 2024-09-30 |
| 12 | Sanctuary Advisors, LLC | 13,823,172 | $13.8M | 3.10% | 2024-09-30 |
| 13 | CAPTRUST FINANCIAL ADVISORS | 11,073,723 | $11.1M | 2.48% | 2024-06-30 |
| 14 | Rappaport Reiches Capital Management, LLC | 10,408,314 | $10.4M | 2.33% | 2024-09-30 |
| 15 | ELEVATION WEALTH PARTNERS, LLC | 10,225,367 | $10.2M | 2.29% | 2024-09-30 |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,225,097 | $10.2M | 2.29% | 2024-12-31 |
| 17 | Red Mountain Financial, LLC | 8,541,032 | $8.5M | 1.91% | 2025-06-30 |
| 18 | Modern Wealth Management, LLC | 8,366,505 | $8.4M | 1.87% | 2025-03-31 |
| 19 | Leonard Rickey Investment Advisors P.L.L.C. | 8,010,000 | $8.0M | 1.79% | 2024-09-30 |
| 20 | Blue Barn Wealth, LLC | 7,148,475 | $7.1M | 1.60% | 2024-09-30 |
| 21 | KANAWHA CAPITAL MANAGEMENT LLC | 6,940,868 | $6.9M | 1.55% | 2024-09-30 |
| 22 | Independent Advisor Alliance | 6,039,934 | $6.0M | 1.35% | 2024-06-30 |
| 23 | TRIAD FINANCIAL ADVISORS, INC. | 5,509,288 | $5.5M | 1.23% | 2023-12-31 |
| 24 | HWG Holdings LP | 5,353,175 | $5.4M | 1.20% | 2024-09-30 |
| 25 | Obermeyer Wealth Partners | 4,878,000 | $4.9M | 1.09% | 2024-09-30 |
| 26 | Creative Planning | 4,352,594 | $4.4M | 0.97% | 2024-09-30 |
| 27 | VERUS CAPITAL PARTNERS, LLC | 4,303,808 | $4.3M | 0.96% | 2024-12-31 |
| 28 | Cornerstone Advisory, LLC | 4,072,000 | $4.1M | 0.91% | 2023-12-31 |
| 29 | Vermillion Wealth Management, Inc. | 4,000,312 | $4.0M | 0.89% | 2025-03-31 |
| 30 | Sowell Financial Services LLC | 3,861,766 | $3.9M | 0.86% | 2024-09-30 |
| 31 | 9258 Wealth Management, LLC | 3,789,685 | $3.8M | 0.85% | 2024-09-30 |
| 32 | Keebeck Wealth Management | 3,731,174 | $3.7M | 0.83% | 2024-09-30 |
| 33 | Opes Wealth Management LLC | 3,624,088 | $3.6M | 0.81% | 2024-09-30 |
| 34 | Cassady Schiller Wealth Management, LLC | 3,382,476 | $3.4M | 0.75% | 2024-12-31 |
| 35 | Advisory Services Network, LLC | 3,294,798 | $3.3M | 0.73% | 2024-09-30 |
| 36 | Mariner, LLC | 3,158,687 | $3.2M | 0.70% | 2024-09-30 |
| 37 | Aptus Capital Advisors, LLC | 3,047,926 | $3.0M | 0.68% | 2024-09-30 |
| 38 | Badgley Phelps Wealth Managers, LLC | 2,611,630 | $2.6M | 0.58% | 2024-09-30 |
| 39 | MERCER GLOBAL ADVISORS INC /ADV | 2,601,551 | $2.6M | 0.58% | 2024-09-30 |
| 40 | Ashton Thomas Private Wealth, LLC | 2,595,057 | $2.6M | 0.58% | 2024-09-30 |
| 41 | Disciplined Investments, LLC | 2,522,772 | $2.5M | 0.56% | 2024-09-30 |
| 42 | Rice Partnership, LLC | 2,386,142 | $2.4M | 0.53% | 2023-12-31 |
| 43 | CMG Global Holdings, LLC | 2,225,543 | $2.2M | 0.49% | 2024-09-30 |
| 44 | ProVise Management Group, LLC | 2,057,221 | $2.1M | 0.46% | 2024-09-30 |
| 45 | BAKER TILLY WEALTH MANAGEMENT, LLC | 1,989,788 | $2.0M | 0.44% | 2024-12-31 |
| 46 | Narus Financial Partners, LLC | 1,986,885 | $2.0M | 0.44% | 2024-09-30 |
| 47 | Arkfeld Wealth Strategies, L.L.C. | 1,930,787 | $1.9M | 0.43% | 2024-09-30 |
| 48 | Partnership Wealth Management, LLC | 1,867,629 | $1.9M | 0.41% | 2024-12-31 |
| 49 | Claro Advisors LLC | 1,849,472 | $1.8M | 0.41% | 2023-12-31 |
| 50 | TITLEIST ASSET MANAGEMENT, LLC | 1,747,997 | $1.7M | 0.39% | 2024-09-30 |
| 51 | MGO ONE SEVEN LLC | 1,675,654 | $1.7M | 0.37% | 2024-09-30 |
| 52 | Apollon Wealth Management, LLC | 1,670,000 | $1.7M | 0.37% | 2023-12-31 |
| 53 | BetterWealth, LLC | 1,614,625 | $1.6M | 0.36% | 2024-09-30 |
| 54 | Foundations Investment Advisors, LLC | 1,608,409 | $1.6M | 0.36% | 2024-09-30 |
| 55 | Copperwynd Financial, LLC | 1,604,996 | $1.6M | 0.36% | 2024-09-30 |
| 56 | Astoria Strategic Wealth, Inc. | 1,476,000 | $1.5M | 0.33% | 2024-09-30 |
| 57 | World Investment Advisors | 1,430,822 | $1.4M | 0.32% | 2024-09-30 |
| 58 | CHOREO, LLC | 1,411,410 | $1.4M | 0.31% | 2024-09-30 |
| 59 | Verum Partners LLC | 1,386,586 | $1.4M | 0.31% | 2024-09-30 |
| 60 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,264,827 | $1.3M | 0.28% | 2024-06-30 |
| 61 | Cedar Brook Financial Partners, LLC | 1,254,874 | $1.3M | 0.28% | 2024-03-31 |
| 62 | Spectrum Asset Management, Inc. (NB/CA) | 1,150,000 | $1.1M | 0.25% | 2024-09-30 |
| 63 | CATALYST PRIVATE WEALTH, LLC | 1,100,000 | $1.1M | 0.24% | 2024-09-30 |
| 64 | McAdam, LLC | 1,066,081 | $1.1M | 0.23% | 2024-09-30 |
| 65 | Belpointe Asset Management LLC | 1,037,885 | $1.0M | 0.23% | 2024-12-31 |
| 66 | NewSquare Capital LLC | 1,027,752 | $1.0M | 0.23% | 2024-06-30 |
| 67 | Syntrinsic LLC | 1,019,097 | $1.0M | 0.22% | 2024-09-30 |
| 68 | Arrowroot Family Office, LLC | 1,009,610 | $1.0M | 0.22% | 2024-03-31 |
| 69 | Adero Partners, LLC | 803,655 | $803.7K | 0.18% | 2023-12-31 |
| 70 | ZACKS INVESTMENT MANAGEMENT | 794,697 | $794.7K | 0.17% | 2024-09-30 |
| 71 | TFC Financial Management, Inc. | 710,809 | $710.8K | 0.15% | 2024-03-31 |
| 72 | Evanson Asset Management, LLC | 679,444 | $679.4K | 0.15% | 2024-09-30 |
| 73 | SteelPeak Wealth, LLC | 659,700 | $659.7K | 0.14% | 2024-09-30 |
| 74 | Cerity Partners LLC | 571,636 | $571.6K | 0.12% | 2024-09-30 |
| 75 | OneDigital Investment Advisors LLC | 566,826 | $566.8K | 0.12% | 2024-03-31 |
| 76 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 564,164 | $564.2K | 0.12% | 2024-12-31 |
| 77 | McBroom & Associates, LLC | 532,437 | $532.4K | 0.11% | 2024-12-31 |
| 78 | Nuveen Asset Management, LLC | 514,000 | $514.0K | 0.11% | 2024-03-31 |
| 79 | SFMG, LLC | 400,806 | $400.8K | 0.08% | 2024-09-30 |
| 80 | Mirador Capital Partners LP | 374,155 | $374.2K | 0.08% | 2024-09-30 |
| 81 | Live Oak Private Wealth LLC | 373,241 | $373.2K | 0.08% | 2024-09-30 |
| 82 | AMI INVESTMENT MANAGEMENT INC | 324,882 | $324.9K | 0.07% | 2024-09-30 |
| 83 | Oak Harvest Investment Services | 295,181 | $295.2K | 0.06% | 2024-09-30 |
| 84 | TOWNSQUARE CAPITAL LLC | 234,334 | $234.3K | 0.05% | 2024-09-30 |
| 85 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 200,000 | $200.0K | 0.04% | 2024-12-31 |
| 86 | Focus Partners Wealth | 150,000 | $150.0K | 0.03% | 2024-09-30 |
| 87 | CreativeOne Wealth, LLC | 72,208 | $72.2K | 0.01% | 2025-03-31 |
| 88 | Charles Schwab Investment Advisory, Inc. | 50,000 | $50.0K | 0.01% | 2024-03-31 |
| 89 | JRM Investment Counsel, LLC | 45,843 | $45.8K | 0.01% | 2024-06-30 |
| 90 | Formidable Asset Management, LLC | 45,000 | $45.0K | 0.01% | 2024-09-30 |
| 91 | Westover Capital Advisors, LLC | 31,811 | $31.8K | 0.00% | 2024-09-30 |
| 92 | HUB Investment Partners, LLC | 30,000 | $30.0K | 0.00% | 2024-09-30 |
| 93 | Austin Private Wealth, LLC | 27,354 | $27.4K | 0.00% | 2024-09-30 |
| 94 | JEPPSON WEALTH MANAGEMENT, LLC | 18,295 | $18.3K | 0.00% | 2024-09-30 |
| 95 | Harbor Group, Inc. | 17,463 | $17.5K | 0.00% | 2024-09-30 |
| 96 | CWM, LLC | 9,997,431 | $10.0K | 2.24% | 2024-09-30 |
| 97 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,894 | $4.9K | 0.00% | 2023-12-31 |
| 98 | NATIXIS ADVISORS, LLC | 1,203,710 | $1.2K | 0.27% | 2023-12-31 |
| 99 | Cambridge Investment Research Advisors, Inc. | 1,161,513 | $1.2K | 0.26% | 2024-09-30 |
| 100 | Aurora Private Wealth, Inc. | 913,080 | $913 | 0.20% | 2024-12-31 |
| 101 | WARNER FINANCIAL, INC | 844,140 | $844 | 0.18% | 2024-09-30 |
| 102 | ALTFEST L J & CO INC | 542,136 | $542 | 0.12% | 2024-09-30 |
| 103 | ST GERMAIN D J CO INC | 0 | $0 | 0.00% | 2023-12-31 |
| 104 | EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | 2024-03-31 |
| 105 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-09-30 |