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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

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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
2023-12-31 $159k 159k 1.00

More positions owned by The Ithaka Group

Microsoft Corporation (MSFT)
Servicenow (NOW)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
MasterCard Incorporated (MA)
Apple (AAPL)
salesforce (CRM)
Visa (V)
Adobe Systems Incorporated (ADBE)
Intuitive Surgical (ISRG)
Chipotle Mexican Grill (CMG)
Lululemon Athletica (LULU)
Asml Holding (ASML)
Advanced Micro Devices (AMD)
Dex (DXCM)

View all positions for The Ithaka Group

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