Schwab Value for A/C
13F holders, Q2 2024 (June 30)1holders
0new positions
0sold out
$2889236.00avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Schwab Value for A/C in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Wilmington Savings Fund Society, FSB ($2.9M).
- Company
- Schwab Value for A/C
- CUSIP
- 808999338
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Wilmington Savings Fund Society, FSB | 0.11% | No change | 1 | $2.9M |
"% of holder's portfolio" is SCHWAB VALUE FOR A/C's weight in each manager's 13F, not the share of Schwab Value for A/C the manager owns.