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Schwab Muni Mf -value Advant shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Schwab Muni Mf -value Advant (SWTXX) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Schwab Muni Mf -value Advant

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All positions including Schwab Muni Mf -value Advant 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 Muni Mf -value Advant by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 27k 1.00
2025-06-30 $27k 27k 1.00

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Ge Aerospace Common Stock (GE)
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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 Muni Mf -value Advant

Westside Investment Management
Vermillion Wealth Management
Kohmann Bosshard Financial Services
Trivant Custom Portfolio Group
Hurley Capital

View all funds holding Schwab Muni Mf -value Advant