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Schwab Value Advantage Money F mut shares owned by The Ithaka Group

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

Historical chart of The Ithaka Group 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 The Ithaka Group 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 The Ithaka Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $455k 455k 1.00
2024-06-30 $459k 459k 1.00
2024-03-31 $1.3M 1.3M 1.00
2023-12-31 $159k 159k 1.00