Jackson Wealth Management »

Schwab Charles Family Fd Mun Money Ultra money market fund shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of Schwab Charles Family Fd Mun Money Ultra money market fund (SWOXX) shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in Schwab Charles Family Fd Mun Money Ultra money market fund

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family Fd Mun Money Ultra money market fund held by Jackson Wealth Management 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 Charles Family Fd Mun Money Ultra money market fund by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $23M 23M 1.00
2024-09-30 $35M 35M 1.00

More positions owned by Jackson Wealth Management

United States Treas Bills Tsrys58798
Vanguard Index Fds S&p 500 Etf Voo (VOO)
Microsoft Corp MSFT (MSFT)
Apple Aapl (AAPL)
Broadcom Avgo (AVGO)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Schwab Charles Famil Muni Money 0 (SWOXX)
Ishares Tr Core S&p500 Etf Ivv (IVV)
Costco Whsl Corp Cost (COST)
Spdr Ser Tr Portfolio S&p500 SPLG (SPLG)
Mastercard Incorporated Cl A Ma (MA)
Cash 0
Ishares Tr S&p 100 Etf Oef (OEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf QQQM (QQQM)
Kla Corp Klac (KLAC)

View all positions for Jackson Wealth Management

Top funds holding Schwab Charles Family Fd Mun Money Ultra money market fund

Jackson Wealth Management

View all funds holding Schwab Charles Family Fd Mun Money Ultra money market fund