CHARLES SCHWAB FAMILY OF FUNDS - SUTXX
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 | New | 17,025,681 | 17,025 | 1.52% | — | 1 | +17,025,681 | New | Q4 2025 | Jan 30, 2026 |
| Main Management LLC | History | Reduced | 12,494,243 | 12,494 | 0.9% | 1.01% | 2 | -1,328,745 | -9.61% | Q4 2025 | Feb 10, 2026 |
| Coston, McIsaac & Partners | History | Added to | 6,792,317 | 6,792 | 1.58% | 1.46% | 3 | +646,331 | 10.52% | Q4 2025 | Feb 03, 2026 |
| RFP Financial Group LLC | History | New | 2,033,131 | 2,033 | 0.97% | — | 4 | +2,033,131 | New | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.7% | — | -2,606,380 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 1.24% | — | -2,200,201 | -100.0% | Q3 2025 | Nov 12, 2025 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -918,973 | -100.0% | Q3 2025 | Nov 12, 2025 |