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Schwab Value Advantage Money F mut shares owned by PSI Advisors

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

Historical chart of PSI 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 PSI 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 PSI Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $503k 503k 1.00
2023-12-31 $685k 685k 1.00
2023-09-30 $133k 133k 1.00
2023-06-30 $131k 131k 1.00

More positions owned by PSI Advisors

Spdr Portfolio S&p 500 Uit Exchange Traded (SPLG)
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)
Ishares Core MF Closed and MF Open (DGRO)
First Trust MF Closed and MF Open (BUFR)
Jp Morgan MF Closed and MF Open (JEPQ)
Spdr Portfolio S&p 400 Uit Exchange Traded (SPMD)
Pacer Us Cash Cows 100 Uit Exchange Traded (COWZ)
First Trust MF Closed and MF Open (KNG)
Spdr Portfolio S&p 600 Uit Exchange Traded (SPSM)
Apple Common Stock (AAPL)
Select Sector MF Closed and MF Open (XLRE)
First Trust MF Closed and MF Open (SDVY)
Invesco S&p MF Closed and MF Open (XMHQ)
Energy Transfer Limited Partnershp (ET)
Spdr S&p 500 Growth Etf Uit Exchange Traded (SPYG)

View all positions for PSI Advisors

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