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Schwab Treasury Value Adv Mone other assets shares owned by eCIO

Quarter-by-quarter ownership of Schwab Treasury Value Adv Mone other assets (SNOXX) shares owned by eCIO from 13F filings

Historical chart of eCIO investment in Schwab Treasury Value Adv Mone other assets

Tip: Access up to 7 years of quarterly data

All positions including Schwab Treasury Value Adv Mone other assets held by eCIO consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Treasury Value Adv Mone other assets by eCIO

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 2.2M 1.00
2025-06-30 $2.2M 2.2M 1.00
2025-03-31 $3.9M 3.9M 1.00

More positions owned by eCIO

Schwab S&P 500 Index Fund SWPPX (SWPPX)
iShares Core U.S. Aggregate Bond ETF Agg (AGG)
Schwab U.S. Dividend Equity ETF SCHD (SCHD)
Schwab International Equity ETF SCHF (SCHF)
Vanguard Short-Term Bond Index Fund ETF Shares BSV (BSV)
Schwab U.S. Mid-Cap Index Fund SWMCX (SWMCX)
iShares Core S&P Small-Cap ETF Ijr (IJR)
iShares MSCI USA ESG Select ETF Susa (SUSA)
iShares ESG Aware U.S. Aggregate Bond ETF Eagg (EAGG)
Schwab Treasury Obligation Scoxx (SCOXX)
Janus Henderson Aaa Clo Etf Jaaa (JAAA)
Cliffwater Corporate Len Ding I CCLFX (CCLFX)
iShares Core MSCI Emerging Markets ETF Iemg (IEMG)
iShares ESG MSCI USA Small-Cap ETF Esml (ESML)
Vanguard Instl Index Fd Vanguard 0 3 Month Treasury Bill Etf Vbil (VBIL)

View all positions for eCIO

Top funds holding Schwab Treasury Value Adv Mone other assets

Financially Speaking
Vermillion Wealth Management
Stonebridge Capital Management
eCIO
Jackson Wealth Management
Kohmann Bosshard Financial Services
Westside Investment Management
Main Management
Congress Asset Management

View all funds holding Schwab Treasury Value Adv Mone other assets