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Schwab Value Advantage Money F mut shares owned by DCM Advisors

Quarter-by-quarter ownership of Schwab Value Advantage Money F mut (SWVXX) shares owned by DCM Advisors from 13F filings

Historical chart of DCM Advisors 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 DCM Advisors 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 DCM Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $231k 231k 1.00
2023-09-30 $113k 113k 1.00
2023-06-30 $77k 77k 1.00

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Apple (AAPL)
Facebook Inc cl a (META)
Alphabet Inc Class A cs (GOOGL)
American International (AIG)
Walt Disney Company (DIS)
Berkshire Hathaway (BRK.B)
Comcast Corporation (CMCSA)
Bank of America Corporation (BAC)
Netflix (NFLX)
Goldman Sachs (GS)
Morgan Stanley (MS)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Marathon Petroleum Corp (MPC)

View all positions for DCM Advisors

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Dividend Growth Advisors
Kanawha Capital Management
Main Street Group
Tucker Asset Management
Stonebridge Capital Management
Game Plan Financial Advisors
Livelsberger Financial Advisory
PSI Advisors
Westside Investment Management
Twin Capital Management
DCM Advisors
Laffer Investments
The Ithaka Group
Eagle Bay Advisors

View all funds holding Schwab Value Advantage Money F mut