VERUS CAPITAL PARTNERS, LLC SCTXX β€” SCHWAB CHARLES FAMILY FD

Ownership history in VERUS CAPITAL PARTNERS, LLC  Β·  3 quarters on record

AI Ownership Summary

VERUS CAPITAL PARTNERS, LLC reported SCHWAB CHARLES FAMILY FD (SCTXX) in 3 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.39% in 2024 Q4. The latest visible filing shows SCTXX at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCTXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VERUS CAPITAL PARTNERS, LLC's position in SCHWAB CHARLES FAMILY FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCTXX was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VERUS CAPITAL PARTNERS, LLC held SCTXX β€” position size vs. price
% of Fund (quarterly)    SCTXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 3,483,378 -820,430 -19.1% 0.36% $3.5M 2026-07-09 $1.00
2024 Q4 ADDED β€” β€” β€” 4,303,808 +820,430 +23.6% 0.39% $4.3M 2025-02-05 $1.00
2024 Q2 INITIATED β€” β€” β€” 3,483,378 β€” β€” 0.34% $3.5M 2024-08-01 $1.00

FAQ About VERUS CAPITAL PARTNERS, LLC and SCTXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has VERUS CAPITAL PARTNERS, LLC reported owning SCTXX?

VERUS CAPITAL PARTNERS, LLC reported SCTXX across 3 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SCTXX position in VERUS CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for SCTXX was 0.39% in 2024 Q4.

What is the latest reported SCTXX position on this page?

The most recent filing on this page is 2026 Q2, when VERUS CAPITAL PARTNERS, LLC reported 3,483,378 shares, equal to 0.36% of portfolio, with an estimated market value of $3.5M.

What does the chart on this SCTXX ownership page compare?

The chart compares VERUS CAPITAL PARTNERS, LLC's quarterly SCTXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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