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Schwab Value Adv Inst Prime Sh other assets shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of Schwab Value Adv Inst Prime Sh other assets (SNAXX) shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in Schwab Value Adv Inst Prime Sh other assets

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All positions including Schwab Value Adv Inst Prime Sh other assets held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Value Adv Inst Prime Sh other assets by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $37M 37M 1.00
2023-09-30 $6.6M 6.6M 1.00
2023-06-30 $3.9M 3.9M 1.00

More positions owned by Jackson Wealth Management

U S Treasury Bill Tsrys56663
Vanguard Index Fds Sp 500 Etf Voo (VOO)
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Ultra Snaxx (SNAXX)
Apple Aapl (AAPL)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Broadcom Avgo (AVGO)
Cash 0
Ishares Tr Core Sp500 Etf Ivv (IVV)
Spdr Ser Tr Portfolio Sp500 SPLG (SPLG)
Kla Corp Klac (KLAC)
Mastercard Incorporated Cl A Ma (MA)
Costco Whsl Corp Cost (COST)
Ishares Tr Morningstr Us Eq Ilcb (ILCB)
Vanguard Specialized Funds Div App Etf Vig (VIG)

View all positions for Jackson Wealth Management

Top funds holding Schwab Value Adv Inst Prime Sh other assets

Jackson Wealth Management
Tucker Asset Management
Dividend Growth Advisors
Main Street Group
Westside Investment Management

View all funds holding Schwab Value Adv Inst Prime Sh other assets