Security Details
| Security Name: | SCHWAB AMT TAX FR MNY-ULTRA |
|---|---|
| Ticker: | SCTXX |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 808515530 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.36B | - | 69 | - |
| 2024-09-30 | $0.37B | +3.5% | 75 | +8.7% |
| 2024-12-31 | $0.02B | -93.6% | 8 | -89.3% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| RED MOUNTAIN FINANCIAL, LLC | $12.8M | 12,766K | 13.7% |
| CASSADY SCHILLER WEALTH MANAGEMENT, LLC | $3.4M | 3,382K | 1.2% |
| VERUS CAPITAL PARTNERS, LLC | $4.3M | 4,303K | 0.4% |
| MCBROOM & ASSOCIATES, LLC | $0.5M | 532K | 0.3% |
| BELPOINTE ASSET MANAGEMENT LLC | $1.0M | 1,037K | 0.1% |
| IFP ADVISORS, INC | $1.4M | 1,397K | 0.1% |
| CREATIVEONE WEALTH, LLC | $0.2M | 216K | 0.0% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $0.2M | 200K | 0.0% |