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Schwab Value Advantage Money F mut shares owned by Financially Speaking

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

Historical chart of Financially Speaking 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 Financially Speaking 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 Financially Speaking

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 218k 1.00
2025-06-30 $216k 216k 1.00

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Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Redwood Wealth Management Group
Game Plan Financial Advisors
Kohmann Bosshard Financial Services
Vermillion Wealth Management
Westside Investment Management
Main Management
Financial Gravity Wealth
Luminist Capital
Hurley Capital
Dale Q Rice Investment Management
PSI Advisors
The Ithaka Group
Financially Speaking
RFP Financial Group

View all funds holding Schwab Value Advantage Money F mut