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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.5M | 1.5M | 1.00 |
| 2025-03-31 | $7.3M | 7.3M | 1.00 |
| 2024-06-30 | $713k | 713k | 1.00 |
| 2024-03-31 | $657k | 657k | 1.00 |
| 2023-12-31 | $657k | 657k | 1.00 |
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