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Schwab Value Advantage Money F mut shares owned by Laffer Investments

Quarter-by-quarter ownership of Schwab Value Advantage Money F mut (SWVXX) shares owned by Laffer Investments from 13F filings

Historical chart of Laffer Investments investment in Schwab Value Advantage Money F mut

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All positions including Schwab Value Advantage Money F mut held by Laffer Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Value Advantage Money F mut by Laffer Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $200k 200k 1.00

More positions owned by Laffer Investments

Microsoft Corp Common Stocks (MSFT)
Broadcom Common Stocks (AVGO)
Home Depot Common Stocks (HD)
Chevron Corp Common Stocks (CVX)
Lam Research Corp Common Stocks (LRCX)
Mcdonalds Corp Common Stocks (MCD)
Apple Common Stocks (AAPL)
Johnson & Johnson Common Stocks (JNJ)
American Express Common Stocks (AXP)
Jpmorgan Chase & Co Common Stocks (JPM)
Steel Dynamics Common Stocks (STLD)
Abbvie Common Stocks (ABBV)
Goldman Sachs Group Common Stocks (GS)
Texas Instruments Common Stocks (TXN)
Oracle Corp Common Stocks (ORCL)

View all positions for Laffer Investments

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Dividend Growth Advisors
Kanawha Capital Management
Main Street Group
Tucker Asset Management
Stonebridge Capital Management
Game Plan Financial Advisors
Livelsberger Financial Advisory
PSI Advisors
Westside Investment Management
Twin Capital Management
DCM Advisors
Laffer Investments
The Ithaka Group
Eagle Bay Advisors

View all funds holding Schwab Value Advantage Money F mut