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Schwab Value Advantage Money F mut shares owned by Luminist Capital

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

Historical chart of Luminist Capital 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 Luminist Capital 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 Luminist Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 1.5M 1.00
2024-12-31 $344k 344k 1.00

More positions owned by Luminist Capital

Ishares Treasury Floatng Uit Exchange Traded (TFLO)
Spdr Gold Shares Etf Uit Exchange Traded (GLD)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Abrdn Physical Gold Uit Exchange Traded (SGOL)
Us Treasury 2 Year Note Uit Exchange Traded (UTWO)
Ishares Short Treasury Uit Exchange Traded (SHV)
Vanguard High Dividend Uit Exchange Traded (VYM)
Innovator Etfs Trust Us Small Cap Pwr (KNOV)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Vanguard Total Uit Exchange Traded (VTI)
Spdr Portfolio S&p 400 Uit Exchange Traded (SPMD)
Innovator Etfs Trust Equity Dual Dirt
Ishares Msci Emerging Uit Exchange Traded (EEM)
Wal-Mart Stores (WMT)

View all positions for Luminist Capital

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Stonebridge Capital Management
Redwood Wealth Management Group
Fairfield Financial Advisors
Financial Gravity Companies
Kohmann Bosshard Financial Services
Game Plan Financial Advisors
Trivant Custom Portfolio Group
Westside Investment Management
Vermillion Wealth Management
Main Management
Financial Gravity Wealth
Luminist Capital
Hurley Capital
Dale Q Rice Investment Management

View all funds holding Schwab Value Advantage Money F mut