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Schwab Advantage Tr Calif Tax shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Schwab Advantage Tr Calif Tax (SWKXX) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Schwab Advantage Tr Calif Tax

Tip: Access up to 7 years of quarterly data

All positions including Schwab Advantage Tr Calif Tax held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Advantage Tr Calif Tax by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $650k 650k 1.00
2025-06-30 $650k 650k 1.00

More positions owned by Trivant Custom Portfolio Group

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Alphabet Inc Class Class A Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Ge Aerospace Common Stock (GE)
Walmart Common Stock (WMT)
Jpmorgan Chase & Co Common Stock (JPM)
Costco Whsl Corp Common Stock (COST)
Booking Hldgs Common Stock (BKNG)
Schwab Prime Advantage Money Investor Schwab Non-sweep Mmf (SWVXX)
Meta Platforms Inc Class A Common Stock (META)
Regan Total Return Income Institutional Equity Funds (RCIRX)

View all positions for Trivant Custom Portfolio Group

Top funds holding Schwab Advantage Tr Calif Tax

Trivant Custom Portfolio Group

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