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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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 |
|---|---|---|---|
| 2024-09-30 | $8.3M | 8.3M | 1.00 |
| 2024-06-30 | $1.4M | 1.4M | 1.00 |
| 2024-03-31 | $6.4M | 6.4M | 1.00 |
| 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 |
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