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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | History | Added to | 1,707,933 | 1,708 | 0.18% | 0.14% | 1 | +320,674 | 23.12% | Q1 2026 | May 11, 2026 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 1.61% | — | -2,496,289 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.43% | — | -2,236,011 | -100.0% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |