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
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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 |
|---|---|---|---|
| 2025-09-30 | $28k | 28k | 1.00 |
| 2025-06-30 | $28k | 28k | 1.00 |
| 2025-03-31 | $52k | 52k | 1.00 |
| 2024-12-31 | $224k | 224k | 1.00 |
Top funds holding Schwab Value Advantage Money F mut
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