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Schwab Value Advantage Money F mut shares owned by Trivant Custom Portfolio Group

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

Historical chart of Trivant Custom Portfolio 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 Trivant Custom Portfolio 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 Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 4.6M 1.00
2025-06-30 $4.1M 4.1M 1.00

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View all positions for Trivant Custom Portfolio Group

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Stonebridge Capital Management
Redwood Wealth Management Group
Fairfield Financial Advisors
Financial Gravity Companies
Kohmann Bosshard Financial Services
Game Plan Financial Advisors
Trivant Custom Portfolio Group
Westside Investment Management
Vermillion Wealth Management
Main Management
Financial Gravity Wealth
Luminist Capital
Hurley Capital
Dale Q Rice Investment Management

View all funds holding Schwab Value Advantage Money F mut