$3.04T
$21.6 Million
9.2% of portfolio
48,237
Q2 2024
Reduced 0.08%
$3.57T
$20 Million
8.53% of portfolio
94,933
Q2 2024
Reduced 0.01%
Schwab Family Fds Vl Adv Mny I
-
$14 Million
5.99% of portfolio
-
Q2 2024
Added 148.01%
$385B
$11.9 Million
5.09% of portfolio
84,421
Q2 2024
Reduced 0.35%
Primecap Odyssey Funds Growth
-
$10.5 Million
4.49% of portfolio
-
Q2 2024
Reduced 0.16%
$135B
$8.81 Million
3.76% of portfolio
25,885
Q1 2024
Reduced 0.29%
$81.6B
$7.54 Million
3.22% of portfolio
25,973
Q2 2024
Reduced 0.29%
$175B
$7.5 Million
3.2% of portfolio
11,410
Q4 2023
Reduced 0.44%
$247B
$7.27 Million
3.1% of portfolio
44,060
Q1 2024
Reduced 0.28%
$431B
$6.01 Million
2.56% of portfolio
41,084
Q2 2024
Reduced 0.48%
$276B
$5.79 Million
2.47% of portfolio
37,047
Q1 2024
Reduced 1.13%
$308B
$5.76 Million
2.46% of portfolio
90,451
Q2 2024
Reduced 1.4%
$965B
$5.68 Million
2.42% of portfolio
30,960
Q2 2024
Reduced 2.21%
$267B
$5.61 Million
2.39% of portfolio
45,370
Q2 2024
Added 930.67%
$87.2B
$5.29 Million
2.26% of portfolio
12,961
Q2 2024
Reduced 1.44%
$605B
$5.06 Million
2.16% of portfolio
12,429
Q2 2024
Reduced 1.93%
$79.7B
$4.87 Million
2.08% of portfolio
157,386
Q2 2024
Reduced 4.16%
$202B
$4.4 Million
1.88% of portfolio
92,595
Q2 2024
Reduced 0.56%
$176B
$4.24 Million
1.81% of portfolio
12,722
Q4 2023
Reduced 0.78%
$155B
$3.87 Million
1.65% of portfolio
16,380
Q1 2024
Added 2.5%
$182B
$3.74 Million
1.6% of portfolio
21,616
Q2 2024
Reduced 0.46%
$416B
$3.71 Million
1.58% of portfolio
22,507
Q2 2024
Reduced 1.1%
$849B
$3.64 Million
1.55% of portfolio
20,920
Q2 2024
Reduced 1.06%
$300B
$3.35 Million
1.43% of portfolio
27,022
Q2 2024
Reduced 0.37%
$105B
$3.22 Million
1.37% of portfolio
41,388
Q2 2024
Reduced 0.1%
$62.2B
$3.06 Million
1.31% of portfolio
11,812
Q1 2024
Reduced 0.42%
$288B
$2.94 Million
1.26% of portfolio
28,842
Q3 2023
Reduced 3.35%
$8.57B
$2.94 Million
1.25% of portfolio
20,820
Q2 2024
Added 99.04%
$162B
$2.85 Million
1.22% of portfolio
28,748
Q2 2024
Reduced 0.03%
$939B
$2.72 Million
1.16% of portfolio
14,950
Q1 2024
Reduced 1.19%
$472B
$2.5 Million
1.07% of portfolio
21,722
Q1 2023
Reduced 18.71%
$160B
$2.09 Million
0.89% of portfolio
74,605
Q2 2024
Reduced 0.21%
Canadian Pacific Kansas City C
-
$1.97 Million
0.84% of portfolio
-
Q2 2024
Reduced 1.96%
$74.7B
$1.62 Million
0.69% of portfolio
6,844
Q1 2023
Reduced 46.92%
$251B
$1.57 Million
0.67% of portfolio
14,775
Q2 2024
Reduced 1.66%
$59.1B
$1.47 Million
0.63% of portfolio
13,369
Q4 2023
Reduced 1.47%
$1.81T
$1.33 Million
0.57% of portfolio
6,905
Q2 2024
Reduced 6.75%
$225B
$1.29 Million
0.55% of portfolio
7,929
Q2 2024
Added 1.93%
$5.4B
$1.23 Million
0.52% of portfolio
49,316
Q1 2024
Reduced 0.05%
$66.5B
$1.15 Million
0.49% of portfolio
4,900
Q1 2020
Reduced 2.0%
$106B
$938,000
0.4% of portfolio
22,590
Q1 2024
Added 0.11%
$58.5B
$906,000
0.39% of portfolio
4,220
Q1 2023
Reduced 3.43%
$96.6B
$897,000
0.38% of portfolio
4,931
Q3 2022
Reduced 14.82%
$132B
$894,000
0.38% of portfolio
1,135
Q3 2023
Added 0.62%
Schwab Charles Family Fd Treas
-
$854,000
0.36% of portfolio
-
Q2 2024
New
$88.6B
$842,000
0.36% of portfolio
2,000
Q4 2017
New
Laboratory Corp Amer Hldgs Com
-
$788,000
0.34% of portfolio
-
Q2 2024
New
$123B
$773,000
0.33% of portfolio
735
Q3 2023
Reduced 1.34%
$174B
$730,000
0.31% of portfolio
2,336
Q2 2024
Reduced 5.46%
$97.2B
$714,000
0.3% of portfolio
5,430
Q2 2024
Reduced 15.55%