Financial Gravity Wealth »

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

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

Historical chart of Financial Gravity Wealth 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 Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Value Advantage Money F mut by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $490k 490k 1.00

More positions owned by Financial Gravity Wealth

BlackRock Institutional Trust Company N.A. iShares International Aggregate Bond Fund Core Intl Aggr (IAGG)
Xtrackers Usd High Yieldcor Bnd Etf Uit Exchange Traded (HYLB)
BlackRock Institutional Trust Company N.A. iShares 0-5 Year High Yield Corporate Bond ETF 0-5yr Hi Y.. (SHYG)
Wisdomtree Us Largecap Etf Uit Exchange Traded (EPS)
Spdr Intrmdt Trm Crpratebnd Etf Uit Exchange Traded (SPIB)
BlackRock Institutional Trust Company N.A. iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)
Dbx Xtrckr Lw Bta Hg Yldbnd Etf Uit Exchange Traded (HYDW)
Spdr Portfolio S&p 600 Small Cap Etf Uit Exchange Traded (SPSM)
Spdr Portfolio S&p 400 Mid Cap Etf Uit Exchange Traded (SPMD)
Spdr S&p 500 Growth Etf Uit Exchange Traded (SPYG)
Vanguard Emerging Mkt Gov Bnd Etf Iv Uit Exchange Traded (VWOB)
Spdr S&p 500 High Dividend Etf Uit Exchange Traded (SPYD)
Spdr Index Shares Emerg Markt Etf Uit Exchange Traded (SPEM)
Spdr Portfolio Corporatebond Etf Uit Exchange Traded (SPBO)
Spdr S&p 500 Value Etf Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Strategic Investment Solutions
Kanawha Capital Management
Tucker Asset Management
Stonebridge Capital Management
Blueprint Investment Partners
Game Plan Financial Advisors
The Ithaka Group
Twin Capital Management
PSI Advisors
Financial Gravity Wealth
Main Management
Westside Investment Management
DCM Advisors
Laffer Investments

View all funds holding Schwab Value Advantage Money F mut