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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financially Speaking Inc | History | Reduced | 2,496,289 | 2,496 | 1.61% | 1.65% | 1 | -11,745 | -0.47% | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 2,236,011 | 2,236 | 0.43% | 0.44% | 2 | +16,662 | 0.75% | Q4 2025 | Feb 13, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 1,387,259 | 1,387 | 0.14% | 0.15% | 3 | -103,194 | -6.92% | Q4 2025 | Jan 20, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 2.89% | — | -7,744,512 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.31% | — | -1,138,503 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 1 | 0 | — | 0.03% | — | -254,797 | -100.0% | Q4 2025 | Jan 30, 2026 |