Who owns Schwab Value Advantage Money F mut?
- Ticker: SWVXX
- CUSIP Number: 808515605
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Value Advantage Money F mut with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Schwab Value Advantage Money F mut stock
Who bought or sold Schwab Value Advantage Money F mut this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jackson Wealth Management | 29M | $29M | -25% | Dec 2023 |
|
| Dividend Growth Advisors | 27M | $27M | 8% | Dec 2023 |
|
| Kanawha Capital Management | 14M | $14M | 100% | Mar 2024 |
|
| Main Street Group | 14M | $14M | 100% | Dec 2023 |
|
| Tucker Asset Management | 10M | $10M | 228% | Dec 2023 |
|
| Stonebridge Capital Management | 5.7M | $5.7M | 12% | Mar 2024 |
|
| Blueprint Investment Partners | 4.7M | $4.7M | 100% | Mar 2024 |
|
| Game Plan Financial Advisors | 4.7M | $4.7M | -28% | Mar 2024 |
|
| Livelsberger Financial Advisory | 2.8M | $2.8M | 100% | Dec 2023 |
|
| The Ithaka Group | 1.3M | $1.3M | 694% | Mar 2024 |
|
| PSI Advisors | 503k | $503k | -27% | Mar 2024 |
|
| Westside Investment Management | 365k | $365k | 258% | Mar 2024 |
|
| DCM Advisors | 253k | $253k | 9% | Mar 2024 |
|
| Twin Capital Management | 233k | $233k | -5% | Dec 2023 |
|
| Laffer Investments | 32k | $32k | -84% | Mar 2024 |
|
| RFP Financial Group | 5.3k | $5.3k | 3% | Mar 2024 |
|
Who sold out of Schwab Value Advantage Money F mut?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Windham Capital Management | Sep 2023 | 424k | $424k |
| Eagle Bay Advisors | Dec 2023 | 16k | $16k |