SCHWAB CHARLES FAMILY FD

Ticker: SCTXX CUSIP: 808515530 Class: AMT TAX FREE MN

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q3 2024
Shares 4,352,594 Value ($000) $4,353 Avg Close — Range —
Q2 2024
Shares 363,994 Value ($000) $364 Avg Close — Range —
Q1 2024
Shares 835,935 Value ($000) $836 Avg Close — Range —
Q4 2023
Shares 8,129,331 Value ($000) $8,129 Avg Close — Range —
Q3 2023
Shares 2,449,224 Value ($000) $2,449 Avg Close — Range —
Q2 2023
Shares 1,000,268 Value ($000) $1,000 Avg Close — Range —
Q1 2023
Shares 1,640,726 Value ($000) $1,641 Avg Close — Range —
Q3 2022
Shares 4,015,074 Value ($000) $4,015 Avg Close — Range —
Q2 2022
Shares 4,004,233 Value ($000) $4,004 Avg Close — Range —