McMahon Financial Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-06-30 $6.9M 6.9M 1.00

More positions owned by McMahon Financial Advisors

Invsc Bulletshars 2026 Corp Bnd Etf Uit Exchange Traded (BSCQ)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)
Spdr Bloomberg Int Grd Flt Rt Etf Uit Exchange Traded (FLRN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Information Technology Etf Uit Exchange Traded (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Us Infra Dvlpmnt Etf Uit Exchange Traded (PAVE)
Wsdmtree Emrg Mkts Smallcap Dvd Etf Uit Exchange Traded (DGS)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Ishares Tr Global Energ Etf (IXC)

View all positions for McMahon Financial Advisors

Top funds holding Schwab Value Adv Inst Prime Sh other assets

Bryn Mawr Trust
McMahon Financial Advisors
Encompass Wealth Advisors
Tucker Asset Management
Fairfield Financial Advisors
Jackson Wealth Management
Westside Investment Management
Kanawha Capital Management

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