Schwab Value Advantage Money F mut shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of Schwab Value Advantage Money F mut (SWVXX) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in Schwab Value Advantage Money F mut
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Quarterly reported holdings in Schwab Value Advantage Money F mut by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $52M | 52M | 1.00 |
| 2025-06-30 | $60M | 60M | 1.00 |
| 2025-03-31 | $59M | 59M | 1.00 |
| 2024-12-31 | $35M | 35M | 1.00 |
| 2024-09-30 | $55M | 55M | 1.00 |
| 2024-06-30 | $21M | 21M | 1.00 |
| 2024-03-31 | $40M | 40M | 1.00 |
| 2023-12-31 | $29M | 29M | 1.00 |
| 2023-09-30 | $38M | 38M | 1.00 |
| 2023-06-30 | $29M | 29M | 1.00 |
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