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Schwab Value Advantage Money F mut shares owned by Private Capital Advisors

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

Historical chart of Private Capital Advisors investment in Schwab Value Advantage Money F mut

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001224.082k224.0825k224.083k224.0835k224.084k224.082k224.0825k224.083k224.0835k224.084k
Value ($)Share countHistorical SWVXX position of Private Capital Advisors Source: stockzoa.comValue ($)Share count

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All positions including Schwab Value Advantage Money F mut held by Private Capital 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 Private Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $224k 224k 1.00

More positions owned by Private Capital Advisors

Eli Lilly & Co. (LLY)
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Palo Alto Networks (PANW)
Netflix (NFLX)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Marsh & McLennan Companies (MMC)
CACI International (CACI)
Blackstone Group Inc Com Cl A (BX)
Amphenol Corporation (APH)
Enterprise Products Partners (EPD)
Energy Transfer Equity (ET)
Thermo Fisher Scientific (TMO)
Square Inc cl a (SQ)

View all positions for Private Capital Advisors

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Redwood Wealth Management Group
Stonebridge Capital Management
Tucker Asset Management
Kirtland Hills Capital Management
Financial Gravity Companies
Fairfield Financial Advisors
Game Plan Financial Advisors
Anderson Financial Strategies
Twin Capital Management
Dale Q Rice Investment Management
Westside Investment Management
Lester Murray Antman dba SimplyRich
The Ithaka Group
Luminist Capital

View all funds holding Schwab Value Advantage Money F mut