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Schwab Value Adv Inst Prime Sh other assets shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of Schwab Value Adv Inst Prime Sh other assets (SNAXX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors 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 Garton & Associates Financial Advisors 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 Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $77k 77k 1.00

More positions owned by Garton & Associates Financial Advisors

Schwab Prime Advantage Money Investor SWVXX (SWVXX)
Apple Aapl (AAPL)
Broadcom Avgo (AVGO)
Fidelity Blue Chip Growth FBGRX (FBGRX)
Amazoncom Amzn (AMZN)
Pnc Finl Services PNC (PNC)
Microsoft Corp MSFT (MSFT)
Alphabet Inc Class Class A Googl (GOOGL)
Fullerthaler Behavioral Smcp Eq Inst FTHSX (FTHSX)
Fidelity Capital & Income Fagix (FAGIX)
T Rowe Price Allcap Opportunitiesi Pnaix (PNAIX)
T Rowe Price Capital Appreciation I Traix (TRAIX)
Fullerthaler Behavioral Smcp Grinstl FTXSX (FTXSX)
American Funds American Balanced F2 Ambfx (AMBFX)
Invesco Nasdaq 100 Etf QQQM (QQQM)

View all positions for Garton & Associates Financial Advisors

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