CHARLES SCHWAB FAMILY OF FUNDS - SCOXX
Sector:
Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$6.119M
QoQ value delta ($000)
-$9.234M
(-60.14%)
Implied price effect (QoQ)
+0.01%
Shares
Total shares
6,119,560
QoQ shares delta
-9,236,089
(-60.15%)
Total shares held by funds (by quarter)
Market chart (SCOXX)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Financially Speaking Inc | 2,496 | 2,496,289 | 1.62% |
| Financial Gravity Asset Management, Inc. | 2,236 | 2,236,011 | 0.43% |
| Jackson Wealth Management, LLC | 1,387 | 1,387,259 | 0.14% |
| Kohmann Bosshard Financial Services, LLC | 0 | 1 | 0.0% |