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Schwab Value Advantage Money F mut shares owned by McMahon Financial Advisors

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

Historical chart of McMahon Financial Advisors 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 McMahon Financial Advisors 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 McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 32M 1.00
2024-06-30 $25M 25M 1.00

More positions owned by McMahon Financial Advisors

Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Value Advantage Money Ultra Shares Schwab Non-sweep Mmf (SNAXX)
Vanguard World Mega Cap Val Etf (MGV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Global Energ Etf (IXC)
Eaton Vance Short Dur Infl-prot Inc I Bond Funds (EIRRX)

View all positions for McMahon Financial Advisors

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
McMahon Financial Advisors
Redwood Wealth Management Group
Stonebridge Capital Management
Kanawha Capital Management
Kirtland Hills Capital Management
Tucker Asset Management
Fairfield Financial Advisors
Game Plan Financial Advisors
Twin Capital Management
Financial Gravity Companies
Lester Murray Antman dba SimplyRich
Financial Gravity Wealth
DCM Advisors
Main Management

View all funds holding Schwab Value Advantage Money F mut