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Schwab Value Advantage Money F mut shares owned by eCIO

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

Historical chart of eCIO 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 eCIO 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 eCIO

Quarter filed Position value Share count Share price at filing
2025-09-30 $128k 128k 1.00
2025-06-30 $92k 92k 1.00
2025-03-31 $142k 142k 1.00

More positions owned by eCIO

Schwab S&P 500 Index Fund SWPPX (SWPPX)
iShares Core U.S. Aggregate Bond ETF Agg (AGG)
Schwab U.S. Dividend Equity ETF SCHD (SCHD)
Schwab International Equity ETF SCHF (SCHF)
Vanguard Short-Term Bond Index Fund ETF Shares BSV (BSV)
Schwab U.S. Mid-Cap Index Fund SWMCX (SWMCX)
iShares Core S&P Small-Cap ETF Ijr (IJR)
iShares MSCI USA ESG Select ETF Susa (SUSA)
iShares ESG Aware U.S. Aggregate Bond ETF Eagg (EAGG)
Schwab Treasury Obligation Scoxx (SCOXX)
Janus Henderson Aaa Clo Etf Jaaa (JAAA)
Cliffwater Corporate Len Ding I CCLFX (CCLFX)
iShares Core MSCI Emerging Markets ETF Iemg (IEMG)
iShares ESG MSCI USA Small-Cap ETF Esml (ESML)
Vanguard Instl Index Fd Vanguard 0 3 Month Treasury Bill Etf Vbil (VBIL)

View all positions for eCIO

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Stonebridge Capital Management
Redwood Wealth Management Group
Fairfield Financial Advisors
Financial Gravity Companies
Kohmann Bosshard Financial Services
Game Plan Financial Advisors
Trivant Custom Portfolio Group
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