SCHWAB CHARLES FAMILY FD

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

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2024
Shares 1,989,788 Value ($000) $1,990 Avg Close — Range —
Q3 2024
Shares 2,009,927 Value ($000) $2,010 Avg Close — Range —
Q2 2024
Shares 1,993,868 Value ($000) $1,994 Avg Close — Range —
Q1 2024
Shares 1,755,241 Value ($000) $1,755 Avg Close — Range —
Q4 2023
Shares 1,562,103 Value ($000) $1,562 Avg Close — Range —
Q3 2023
Shares 1,071,831 Value ($000) $1,072 Avg Close — Range —
Q2 2023
Shares 6,280,188 Value ($000) $6,280 Avg Close — Range —
Q1 2023
Shares 5,769,377 Value ($000) $5,769 Avg Close — Range —
Q4 2022
Shares 2,008,544 Value ($000) $2,009 Avg Close — Range —