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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Main Management LLC | History | Added to | 12,982,212 | 12,982 | 0.94% | 0.9% | 1 | +487,969 | 3.91% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | Added to | 7,003,403 | 7,003 | 1.58% | 1.58% | 2 | +211,086 | 3.11% | Q1 2026 | Apr 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 1.52% | — | -17,025,681 | -100.0% | Q1 2026 | May 01, 2026 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.97% | — | -2,033,131 | -100.0% | Q1 2026 | May 13, 2026 |