Schwab Value Adv Inst Prime Sh other assets shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Schwab Value Adv Inst Prime Sh other assets (SNAXX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Schwab Value Adv Inst Prime Sh other assets
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Quarterly reported holdings in Schwab Value Adv Inst Prime Sh other assets by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 3.5M | 1.00 |
| 2024-06-30 | $3.6M | 3.6M | 1.00 |
| 2024-03-31 | $4.1M | 4.1M | 1.00 |
| 2023-09-30 | $4.2M | 4.2M | 1.00 |
| 2023-06-30 | $4.2M | 4.2M | 1.00 |
| 2023-03-31 | $4.4M | 4.4M | 1.00 |
| 2022-12-31 | $4.9M | 4.9M | 1.00 |
| 2022-09-30 | $2.5M | 2.5M | 1.00 |
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