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Schwab Value Adv Inst Prime Sh other assets shares owned by Coastwise Capital Group

Quarter-by-quarter ownership of Schwab Value Adv Inst Prime Sh other assets (SNAXX) shares owned by Coastwise Capital Group from 13F filings

Historical chart of Coastwise Capital Group investment in Schwab Value Adv Inst Prime Sh other assets

Tip: Access up to 7 years of quarterly data

All positions including Schwab Value Adv Inst Prime Sh other assets held by Coastwise Capital Group 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 Coastwise Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $24M 24M 1.00

More positions owned by Coastwise Capital Group

Schwab Value Advantage Mutual Funds (SNAXX)
Sch US Div Equity Etf Equities (SCHD)
Apple Equities (AAPL)
S P D R TRUST Unit SR Equities (SPY)
Schwab Value Advantage Mutual Funds (SWVXX)
Alphabet Equities (GOOGL)
Nvidia Corp Equities (NVDA)
Amazon Equities (AMZN)
Microsoft Corp Equities (MSFT)
Schw US Lcap Val Etf Equities (SCHV)
Tesla Motors Equities (TSLA)
Lam Research Corporation Equities (LRCX)
Meta Platforms Equities (META)
Invesco Qqq TRUST Equities (QQQ)
Spdr Portfolio S&P 600 Equities (SPSM)

View all positions for Coastwise Capital Group

Top funds holding Schwab Value Adv Inst Prime Sh other assets

Coastwise Capital Group
Fairfield Financial Advisors
Kohmann Bosshard Financial Services
Jackson Wealth Management
Redwood Wealth Management Group
Game Plan Financial Advisors
Westside Investment Management
Garton & Associates Financial Advisors

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