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Schwab Value Advantage Money F mut shares owned by Richardson Financial Services

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

Historical chart of Richardson Financial Services 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 Richardson Financial Services 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 Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 12k 1.00