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Schwab Value Advantage Money F mut shares owned by Main Street Group

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

Historical chart of Main Street Group 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 Main Street Group 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 Main Street Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 14M 1.00

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Proshares Ultra Qqq Etf Uit Exchange Traded (QLD)
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Pimco Income Instl Bond Funds (PIMIX)
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Schwab Value Advantage Money Inv Schwab Non-sweep Mmf (SWVXX)
Microsoft Corp Common Stock (MSFT)
Schwab Short Term Us Treasury Etf Uit Exchange Traded (SCHO)
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Us Treasur Nt 0.250624ust Note Due 061524 Treasury
Schwab Treasury Oblig Money Inv Schwab Non-sweep Mmf (SNOXX)
Apple Common Stock (AAPL)
Aristotle Strategic Income I Bond Funds (PLSRX)

View all positions for Main Street Group

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