Who owns Schwab Treasury Value Adv Mone other assets?
- Ticker: SNOXX
- CUSIP Number: 808515621
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Analyze quarterly positions in Schwab Treasury Value Adv Mone other assets with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Treasury Value Adv Mone other assets this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Main Street Group | 3.4M | $3.4M | 100% | Dec 2023 |
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Jackson Wealth Management | 2.1M | $2.1M | -8% | Dec 2023 |
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Dividend Growth Advisors | 452k | $452k | 120% | Dec 2023 |
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Twin Capital Management | 53k | $53k | -7% | Dec 2023 |
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Who sold out of Schwab Treasury Value Adv Mone other assets?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
ORG Partners | Sep 2023 | 1.2M | $1.2M |