$843B
$21 Billion
15.47% of portfolio
23,150
Q2 2024
Added 6.68%
$0
$11.8 Billion
8.72% of portfolio
32,414
Q2 2024
Added 114.72%
$0
$10.7 Billion
7.88% of portfolio
219,046
Q2 2024
Added 126.22%
$0
$5.98 Billion
4.42% of portfolio
36,402
Q2 2024
Added 22,370.37%
$3.1T
$4.21 Billion
3.11% of portfolio
9,419
Q2 2024
Added 51.87%
$0
$3.48 Billion
2.57% of portfolio
59,523
Q2 2024
Reduced 15.96%
$0
$3.14 Billion
2.31% of portfolio
29,396
Q2 2024
Reduced 12.78%
$34.6B
$2.12 Billion
1.56% of portfolio
10,576
Q4 2023
New
$2.47B
$2.1 Billion
1.55% of portfolio
426,663
Q2 2024
Reduced 36.53%
$231B
$1.99 Billion
1.47% of portfolio
12,083
Q4 2023
New
Schwab Charles Family Fd Amt Tax Free Mny
-
$1.84 Billion
1.36% of portfolio
-
Q2 2024
Added 78.86%
$90B
$1.73 Billion
1.27% of portfolio
5,250
Q4 2023
New
$8.28B
$1.72 Billion
1.27% of portfolio
127,357
Q2 2024
Reduced 19.72%
$57.4B
$1.73 Billion
1.27% of portfolio
8,035
Q4 2023
New
$311B
$1.71 Billion
1.26% of portfolio
13,819
Q2 2024
Added 45,963.33%
$82.6B
$1.67 Billion
1.24% of portfolio
17,254
Q4 2023
New
$3.5B
$1.62 Billion
1.2% of portfolio
76,526
Q2 2024
Reduced 39.23%
Core Laboratories Inc Com
-
$1.59 Billion
1.17% of portfolio
-
Q2 2024
Reduced 37.86%
$197B
$1.55 Billion
1.15% of portfolio
14,927
Q4 2023
New
$115B
$1.52 Billion
1.13% of portfolio
36,718
Q2 2024
Reduced 21.22%
$419B
$1.46 Billion
1.08% of portfolio
10,000
Q2 2024
Reduced 0.83%
$22.2B
$1.45 Billion
1.07% of portfolio
13,919
Q2 2024
Reduced 8.83%
$24.5B
$1.45 Billion
1.07% of portfolio
12,546
Q2 2024
Reduced 27.75%
$2.33B
$1.43 Billion
1.06% of portfolio
22,610
Q2 2024
Reduced 35.11%
$260B
$1.41 Billion
1.04% of portfolio
9,893
Q2 2024
New
$92.8B
$1.39 Billion
1.03% of portfolio
44,863
Q2 2024
Reduced 27.1%
$790M
$1.3 Billion
0.96% of portfolio
42,213
Q2 2024
Reduced 32.35%
$117B
$1.3 Billion
0.96% of portfolio
16,491
Q2 2024
Reduced 26.55%
$30.2B
$1.26 Billion
0.93% of portfolio
10,000
Q4 2023
New
$22.2B
$1.19 Billion
0.88% of portfolio
11,202
Q2 2024
New
$7.1B
$1.14 Billion
0.84% of portfolio
26,152
Q2 2024
Reduced 41.09%
$400B
$1.11 Billion
0.82% of portfolio
6,738
Q2 2024
Added 3.17%
$2.19B
$1.1 Billion
0.81% of portfolio
9,901
Q2 2024
Reduced 47.91%
$3.74B
$1.06 Billion
0.78% of portfolio
12,580
Q2 2024
Reduced 28.36%
$6.52B
$1.02 Billion
0.76% of portfolio
53,872
Q2 2024
Reduced 41.83%
$3.64T
$1.03 Billion
0.76% of portfolio
4,872
Q2 2024
Added 0.02%
$1.71B
$920 Million
0.68% of portfolio
19,093
Q2 2024
Added 15.7%
$295B
$923 Million
0.68% of portfolio
5,900
Q4 2023
New
$1.52B
$919 Million
0.68% of portfolio
147,002
Q2 2024
Reduced 39.05%
$65.9B
$903 Million
0.67% of portfolio
8,193
Q4 2023
New
$93.3B
$899 Million
0.66% of portfolio
4,489
Q4 2023
New
$160B
$824 Million
0.61% of portfolio
29,452
Q4 2023
New
$38.4B
$811 Million
0.6% of portfolio
3,600
Q4 2023
New
$223B
$794 Million
0.59% of portfolio
3,114
Q4 2023
New
$0
$771 Million
0.57% of portfolio
21,978
Q2 2024
Added 11.3%
$67.8B
$630 Million
0.46% of portfolio
2,100
Q4 2023
New
$9.81B
$594 Million
0.44% of portfolio
5,227
Q2 2024
Reduced 31.21%
$0
$601 Million
0.44% of portfolio
1,104
Q2 2024
Added 22.39%
$206B
$579 Million
0.43% of portfolio
2,503
Q2 2024
Reduced 9.08%
$165B
$566 Million
0.42% of portfolio
8,000
Q4 2023
New