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
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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 |
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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 |