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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | History | New | 24,941,666 | 24,941 | 0.14% | — | 1 | +24,941,666 | New | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 16,021,155 | 16,021 | 3.76% | — | 2 | +16,021,155 | New | Q2 2026 | Jul 15, 2026 |
| Main Management LLC | History | Reduced | 11,868,026 | 11,868 | 0.8% | 0.94% | 3 | -1,114,186 | -8.58% | Q2 2026 | Aug 14, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 2,880,855 | 2,880 | 0.58% | 1.58% | 4 | -4,122,548 | -58.86% | Q2 2026 | Aug 12, 2026 |