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Schwab Muni Mf -value Advant shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of Schwab Muni Mf -value Advant (SWTXX) shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in Schwab Muni Mf -value Advant

Tip: Access up to 7 years of quarterly data

All positions including Schwab Muni Mf -value Advant 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 Muni Mf -value Advant by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 222k 1.00
2024-06-30 $222k 222k 1.00
2024-03-31 $223k 223k 1.00