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Schwab Value Advantage Money F mut shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $449k 449k 1.00

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Redwood Wealth Management Group
Stonebridge Capital Management
Game Plan Financial Advisors
Financial Gravity Wealth
Financial Gravity Companies
Fortune Financial Group
Main Management
Westside Investment Management
Dale Q Rice Investment Management
Lester Murray Antman dba SimplyRich
The Ithaka Group
Sontag Advisory
Keystone Financial Group
RFP Financial Group

View all funds holding Schwab Value Advantage Money F mut