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Schwab Govt Money Fund mf shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of Schwab Govt Money Fund mf (SWGXX) shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in Schwab Govt Money Fund mf

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All positions including Schwab Govt Money Fund mf held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Govt Money Fund mf by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 16k 1.00
2024-06-30 $10k 10k 0.97
2024-03-31 $28k 28k 0.99

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United States Treas Bills Tsrys58198
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Ishares Tr Core S&p500 Etf Ivv (IVV)
Eq/equity 500 Index 0
Mastercard Incorporated Cl A Ma (MA)
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Ishares Tr Core Div Grwth Dgro (DGRO)

View all positions for Jackson Wealth Management

Top funds holding Schwab Govt Money Fund mf

Tucker Asset Management
Westside Investment Management
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Jackson Wealth Management

View all funds holding Schwab Govt Money Fund mf