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Schwab Value Advantage Money F mut shares owned by Financial Gravity Companies

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

Historical chart of Financial Gravity Companies 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 Financial Gravity Companies 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 Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2025-06-30 $8.2M 8.2M 1.00
2024-12-31 $7.4M 7.4M 1.00
2024-09-30 $947k 947k 1.00

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPMD)
Spdr Series Trust Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Spdr Series Trust Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Companies

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