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Schwab Value Adv Inst Prime Sh other assets shares owned by Strategic Investment Solutions

Quarter-by-quarter ownership of Schwab Value Adv Inst Prime Sh other assets (SNAXX) shares owned by Strategic Investment Solutions from 13F filings

Historical chart of Strategic Investment Solutions 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 Strategic Investment Solutions 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 Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 4.3M 1.00
2023-06-30 $1.9M 1.9M 1.00
2023-03-31 $5.2M 5.2M 1.00

More positions owned by Strategic Investment Solutions

Dfa Global Allocation 6040 I Equity Funds (DGSIX)
Dfa Global Equity I Equity Funds (DGEIX)
Schwab Value Advantage Money Inv Schwab Nonsweep Mmf (SWVXX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)
Dimensional U S Equity Etf Uit Exchange Traded (DFUS)
Dfa Us Hi Relatv Profitability Instl Equity Funds (DURPX)
Dfa Us Core Equity 2 I Equity Funds (DFQTX)
Dimensional Us High Proftblty Etf Uit Exchange Traded (DUHP)
Dimensional U S Targetedvalue Etf Uit Exchange Traded (DFAT)
Dfa Us Core Equity 1 I Equity Funds (DFEOX)
Dimensional Us Marketwide Value Etf Uit Exchange Traded (DFUV)
Dimensional U S Core Equity 2 Etf Uit Exchange Traded (DFAC)
Dfa Global Allocation 2575 I Equity Funds (DGTSX)
Apple Common Stock (AAPL)

View all positions for Strategic Investment Solutions

Top funds holding Schwab Value Adv Inst Prime Sh other assets

Bryn Mawr Trust
Jackson Wealth Management
Tucker Asset Management
Blueprint Investment Partners
Strategic Investment Solutions
Encompass Wealth Advisors
Kanawha Capital Management
Westside Investment Management

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