Security Details
| Security Name: | SCHWAB VALUE ADV MONEY-INV |
|---|---|
| Ticker: | SWVXX |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 808515605 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.10B | - | 14 | - |
| 2024-09-30 | $0.18B | +84.7% | 15 | +7.1% |
| 2024-12-31 | $0.10B | -44.4% | 14 | -6.7% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | $31.1M | 31,073K | 15.2% |
| JACKSON WEALTH MANAGEMENT, LLC | $34.7M | 34,734K | 3.9% |
| FAIRFIELD FINANCIAL ADVISORS, LTD | $5.3M | 5,341K | 1.9% |
| FINANCIAL GRAVITY COMPANIES, INC. | $7.4M | 7,444K | 1.7% |
| TUCKER ASSET MANAGEMENT LLC | $16.0M | 15,992K | 1.7% |
| GAME PLAN FINANCIAL ADVISORS, LLC | $2.6M | 2,631K | 1.3% |
| ANDERSON FINANCIAL STRATEGIES, LLC | $1.1M | 1,139K | 0.7% |
| LUMINIST CAPITAL LLC | $0.3M | 343K | 0.6% |
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | $0.8M | 775K | 0.2% |
| FINANCIALLY SPEAKING INC | $0.2M | 211K | 0.1% |
| TWIN CAPITAL MANAGEMENT INC | $1.0M | 1,013K | 0.1% |
| ITHAKA GROUP LLC | $0.6M | 551K | 0.1% |
| MAIN MANAGEMENT LLC | $0.1M | 103K | 0.0% |
| QUEST 10 WEALTH BUILDERS, INC. | $0.0M | 1K | 0.0% |
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