PRIVATE ASSET MANAGEMENT INC - Schwab Value Advantage Money F ownership

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Schwab Value Advantage Money F's ticker is and the CUSIP is 808515696. A total of 5 filers reported holding Schwab Value Advantage Money F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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Quarter-by-quarter ownership
PRIVATE ASSET MANAGEMENT INC ownership history of Schwab Value Advantage Money F
ValueSharesWeighting
Q2 2018$14,860,000
+27.9%
0
-100.0%
2.40%
+20.8%
Q1 2018$11,620,000
+17.1%
11,620,000
+17.1%
1.99%
+25.8%
Q4 2017$9,927,000–9,926,782–1.58%–
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Other shareholders
Schwab Value Advantage Money F shareholders Q3 2023
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 5,451,273$5,451,2731.46%
ENCOMPASS WEALTH ADVISORS, LLC 4,249,826$4,249,8261.41%
BRYN MAWR TRUST Co 29,562,441$29,562,4411.30%
Jackson Wealth Management, LLC 6,585,984$6,586,0000.94%
DIVIDEND ASSETS CAPITAL, LLC 3,600,102$3,6000.75%
View complete list of Schwab Value Advantage Money F shareholders