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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fortune Financial Group, Inc. | History | Reduced | 463,478 | 463 | 0.36% | 0.45% | 1 | -33,597 | -6.76% | Q2 2026 | Jul 24, 2026 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.16% | — | -2,282,625 | -100.0% | Q2 2026 | Jul 29, 2026 |