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Schwab Value Advantage Money F mut shares owned by Vima

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

Historical chart of Vima investment in Schwab Value Advantage Money F mut

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All positions including Schwab Value Advantage Money F mut held by Vima 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 Vima

Quarter filed Position value Share count Share price at filing
2024-03-31 $176 1.0k 0.18

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NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
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First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Aim Etf Products Trust Allianzim Us Equ
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Tesla Motors (TSLA)
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)
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First Tr Exchange-traded Ft Vest Ris (RDVI)
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)

View all positions for Vima

Top funds holding Schwab Value Advantage Money F mut

McMahon Financial Advisors
Jackson Wealth Management
Stonebridge Capital Management
Kanawha Capital Management
Tucker Asset Management
Fairfield Financial Advisors
Game Plan Financial Advisors
Twin Capital Management
Financial Gravity Wealth
Main Management
The Ithaka Group
Westside Investment Management
DCM Advisors
Laffer Investments

View all funds holding Schwab Value Advantage Money F mut