CHARLES SCHWAB FAMILY OF FUNDS - SCOXX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | History | New | 4,099,478 | 4,099 | 0.02% | — | 1 | +4,099,478 | New | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1,167,379 | 1,167 | 0.27% | — | 2 | +1,167,379 | New | Q2 2026 | Jul 15, 2026 |
| Jackson Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,707,933 | -100.0% | Q2 2026 | Aug 20, 2026 |