CHARLES SCHWAB FAMILY OF FUNDS - SGUXX
Sector:
Funds
· Industry:
Investment Company
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· Social:
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Company profile
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Quarter snapshot
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Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$2.779M
QoQ value delta ($000)
-$10.99M
(-79.82%)
Implied price effect (QoQ)
-0.77%
Shares
Total shares
2,779,700
QoQ shares delta
-10,890,935
(-79.67%)
Total shares held by funds (by quarter)
Market chart (SGUXX)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Keystone Financial Group | 2,282 | 2,282,625 | 0.16% |
| Fortune Financial Group, Inc. | 497 | 497,075 | 0.45% |