CHARLES SCHWAB FAMILY OF FUNDS - SGUXX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | History | Added to | 13,173,155 | 13,173 | 1.18% | 1.01% | 1 | +3,312,485 | 33.59% | Q4 2025 | Jan 30, 2026 |
| Fortune Financial Group, Inc. | History | New | 497,480 | 600 | 0.59% | — | 2 | +497,480 | New | Q4 2025 | Feb 11, 2026 |