CHARLES SCHWAB FAMILY OF FUNDS - SWGXX
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 | 94,727 | 94 | 0.0% | — | 1 | +94,727 | New | Q2 2026 | Aug 11, 2026 |
| Main Management LLC | History | New | 49,852 | 50 | 0.0% | — | 2 | +49,852 | New | Q2 2026 | Aug 14, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -169,757 | -100.0% | Q2 2026 | Aug 07, 2026 |