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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Financial Group | History | New | 2,282,625 | 2,282 | 0.16% | — | 1 | +2,282,625 | New | Q1 2026 | May 13, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 497,075 | 497 | 0.45% | 0.59% | 2 | -405 | -0.08% | Q1 2026 | Apr 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 1.18% | — | -13,173,155 | -100.0% | Q1 2026 | May 01, 2026 |