Who owns Schwab Value Advantage Money F mut?

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Analyze quarterly positions in Schwab Value Advantage Money F mut with up to 7 years of data, all consolidated into one spreadsheet

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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
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Dividend Growth Advisors 27M $27M 8% Dec 2023
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Main Street Group 14M $14M 100% Dec 2023
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Tucker Asset Management 10M $10M 228% Dec 2023
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Stonebridge Capital Management 5.0M $5.0M 261% Dec 2023
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Livelsberger Financial Advisory 2.8M $2.8M 100% Dec 2023
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PSI Advisors 685k $685k 417% Dec 2023
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Twin Capital Management 233k $233k -5% Dec 2023
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DCM Advisors 231k $231k 104% Dec 2023
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Laffer Investments 200k $200k 100% Dec 2023
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The Ithaka Group 159k $159k 100% Dec 2023
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Westside Investment Management 102k $102k 100% Dec 2023
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Eagle Bay Advisors 16k $16k -49% Dec 2023
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RFP Financial Group 5.2k $5.2k 1% Sep 2023
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Who sold out of Schwab Value Advantage Money F mut?

Fund or Company Name Date Sold Shares Held Valued At
Strategic Investment Solutions Jun 2023 14M $14M
ORG Partners Sep 2023 2.8M $2.8M
Frank. Day Sep 2023 1.4M $1.4M
Windham Capital Management Sep 2023 424k $424k
Shapiro Capital Management Sep 2023 289k $289k
RE Dickinson Investment Advisors Jun 2023 50k $50k