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Schwab Value Advantage Money F mut shares owned by Fairfield Financial Advisors

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

Historical chart of Fairfield Financial 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 Fairfield Financial 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 Fairfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.5M 5.5M 1.00

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Schwab Value Advantage Money Investor Sh Schwab Non-sweep Mmf (SWVXX)

View all positions for Fairfield Financial Advisors

Top funds holding Schwab Value Advantage Money F mut

McMahon Financial Advisors
Jackson Wealth Management
Stonebridge Capital Management
Kanawha Capital Management
Tucker Asset Management
Fairfield Financial Advisors
Game Plan Financial Advisors
Twin Capital Management
Financial Gravity Wealth
Main Management
The Ithaka Group
Westside Investment Management
DCM Advisors
Laffer Investments

View all funds holding Schwab Value Advantage Money F mut