SEC 13F Intelligence

Blue Barn Wealth, LLC / SCTXX

Blue Barn Wealth, LLC’s Schwab Charles Family Fd Position

Does Blue Barn Wealth, LLC own Schwab Charles Family Fd (SCTXX)? Not currently — the last reported position was 7.15M shares worth $7M in Q3 2024; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$7M
Q3 2024
Shares
7.15M
% of Portfolio
+3.67%
Quarters Held
6
position exited

Position History SCTXX

Reported value by quarter
Q1 ’23: $7MQ1 ’23Q3 ’23: $6MQ3 ’23Q4 ’23: $13,741Q4 ’23Q1 ’24: $6MQ1 ’24Q2 ’24: $7MQ2 ’24Q3 ’24: $7MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20247.15M$7M+3.67%
Q2 20246.67M$7M+3.71%
Q1 20245.63M$6M+3.14%
Q4 202313.7K$13,741+0.01%
Q3 20235.90M$6M+3.87%
Q1 20236.52M$7M+4.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Blue Barn Wealth, LLC’s full portfolio or all institutional holders of SCTXX.