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Schwab Value Adv Inst Prime Sh other assets shares owned by McMahon Financial Advisors

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

Historical chart of McMahon Financial Advisors 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 McMahon 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 McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 15M 1.00
2024-06-30 $6.9M 6.9M 1.00

More positions owned by McMahon Financial Advisors

Vanguard Intermediate Term Bond Etf Intermed Term (BIV)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Schwab Fundamntl Intrnl Eqt Etf Fundamental Intl (FNDF)
Spdr Bloomberg Int Grd Flt Rt Etf Bloomberg Invt (FLRN)
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Ishs 1-5 Yr Invs (IGSB)
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)
Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Ishs 5-10yr Int (IGIB)
Global X Us Infra Dvlpmnt Etf Us Infr Dev Etf (PAVE)
Ishares Core S&p Us Value Etf Core S&p Us Vlu (IUSV)
Wsdmtree Emrg Mkts Smallcap Dvd Etf Emg Mkts Smcap (DGS)
Ishares Global Energy Etf Global Energ Etf (IXC)
Apple (AAPL)
American Express Company (AXP)
Select Sector Health Care Spdr Etf Sbi Healthcare (XLV)

View all positions for McMahon Financial Advisors

Top funds holding Schwab Value Adv Inst Prime Sh other assets

Kirtland Hills Capital Management
Redwood Wealth Management Group
Jackson Wealth Management
Encompass Wealth Advisors
Fairfield Financial Advisors
Westside Investment Management

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