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Schwab Value Advantage Money F mut shares owned by Livelsberger Financial Advisory

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

Historical chart of Livelsberger Financial Advisory 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 Livelsberger Financial Advisory 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 Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 2.8M 1.00

More positions owned by Livelsberger Financial Advisory

T. Rowe Price Health Sciences Mfa (PRHSX)
Harbor Capital Appreciation Inv Mfa (HCAIX)
Oakmark Investor Mfa (OAKMX)
Franklin Income A1 MFF (FKINX)
Eaton Vance Income Fund Of Boston A MFF (EVIBX)
T. Rowe Price Capital Appreciation Mfa (PRWCX)
Rydex Biotechnology A MPL (RYBOX)
Cohen & Steers Realty Shares L Mfa (CSRSX)
Schwab Value Advantage Money Inv MMN (SWVXX)
Eaton Vance National Municipal Income A MFF (EANAX)
Selected American Shares S Mfa (SLASX)
Invesco Value Municipal Cem (IIM)
Rydex Basic Materials A MPL (RYBMX)
Blackrock Municipal Inco Cem (BFK)
Rydex Transportation A MPL (RYTSX)

View all positions for Livelsberger Financial Advisory

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Dividend Growth Advisors
Kanawha Capital Management
Main Street Group
Tucker Asset Management
Stonebridge Capital Management
Game Plan Financial Advisors
Livelsberger Financial Advisory
PSI Advisors
Westside Investment Management
Twin Capital Management
DCM Advisors
Laffer Investments
The Ithaka Group
Eagle Bay Advisors

View all funds holding Schwab Value Advantage Money F mut