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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

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $713k 713k 1.00
2024-03-31 $657k 657k 1.00
2023-12-31 $657k 657k 1.00

More positions owned by Financial Gravity Wealth

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)
Spdr Ser Tr Uit Exchange Traded (SPIB)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
Spdr Ser Tr Uit Exchange Traded (SPMD)
Spdr Ser Tr Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Ser Tr Uit Exchange Traded (SPYD)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Ser Tr Uit Exchange Traded (SPBO)
Spdr Ser Tr Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Redwood Wealth Management Group
Stonebridge Capital Management
Kanawha Capital Management
Kirtland Hills Capital Management
Fairfield Financial Advisors
Game Plan Financial Advisors
Twin Capital Management
Financial Gravity Companies
Dale Q Rice Investment Management
Westside Investment Management
Lester Murray Antman dba SimplyRich
DCM Advisors
Main Management
The Ithaka Group

View all funds holding Schwab Value Advantage Money F mut