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Schwab Value Advantage Money F mut shares owned by Dale Q Rice Investment Management

Quarter-by-quarter ownership of Schwab Value Advantage Money F mut (SWVXX) shares owned by Dale Q Rice Investment Management from 13F filings

Historical chart of Dale Q Rice Investment Management investment in Schwab Value Advantage Money F mut

Tip: Access up to 7 years of quarterly data

All positions including Schwab Value Advantage Money F mut held by Dale Q Rice Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Value Advantage Money F mut by Dale Q Rice Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $841k 841k 1.00
2025-06-30 $832k 832k 1.00
2025-03-31 $4.5M 4.5M 1.00
2024-12-31 $817k 817k 1.00

More positions owned by Dale Q Rice Investment Management

Apple Common Stock (AAPL)
Proshares Ultra Semiconductors Etf Uit Exchange Traded (USD)
Proshares Ultra Qqq Etf Uit Exchange Traded (QLD)
Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Alphabet Inc Class A Common Stock (GOOGL)
Tesla Common Stock (TSLA)
Spdr S&p Semiconductor Etf Uit Exchange Traded (XSD)
Berkshire Hathaway Class B Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Ishares Us Technology Etf Uit Exchange Traded (IYW)
Ishares Core S&p Mid Capetf Uit Exchange Traded (IJH)
Microsoft Corp Common Stock (MSFT)
Ishares Us Medical Devices Etf Uit Exchange Traded (IHI)
Motley Fool 100 Index Etf Uit Exchange Traded (TMFC)

View all positions for Dale Q Rice Investment Management

Top funds holding Schwab Value Advantage Money F mut

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Kohmann Bosshard Financial Services
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Westside Investment Management
Vermillion Wealth Management
Main Management
Financial Gravity Wealth
Luminist Capital
Hurley Capital
Dale Q Rice Investment Management

View all funds holding Schwab Value Advantage Money F mut