SCHWAB VALUE ADVANTAGE MONEY F's ticker is and the CUSIP is 808515605. A total of 3 filers reported holding SCHWAB VALUE ADVANTAGE MONEY F in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,199,000 | -18.4% | 2,199,173 | -18.4% | 0.11% | -24.7% |
| Q3 2020 | $2,695,000 | +0.3% | 2,695,123 | +0.3% | 0.15% | -5.8% |
| Q2 2020 | $2,686,000 | +87.0% | 2,686,020 | +87.0% | 0.16% | +55.0% |
| Q1 2020 | $1,436,000 | -10.1% | 1,436,289 | -10.1% | 0.10% | +14.9% |
| Q4 2019 | $1,598,000 | -30.6% | 1,598,219 | -30.6% | 0.09% | -36.0% |
| Q3 2019 | $2,302,000 | -11.1% | 2,301,887 | -11.1% | 0.14% | -10.5% |
| Q2 2019 | $2,589,000 | +21.9% | 2,589,433 | +21.9% | 0.15% | +16.0% |
| Q1 2019 | $2,124,000 | -34.3% | 2,123,967 | -34.3% | 0.13% | -48.6% |
| Q4 2018 | $3,231,000 | +278.8% | 3,230,740 | +278.8% | 0.26% | +355.4% |
| Q3 2018 | $853,000 | – | 852,829 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STONEBRIDGE CAPITAL MANAGEMENT INC | 14,041,490 | $14,041 | 5.99% |
| MFA WEALTH ADVISORS, LLC | 24,750,915 | $24,750,915 | 5.41% |
| Jackson Wealth Management, LLC | 20,641,948 | $20,642,000 | 4.43% |
| TUCKER ASSET MANAGEMENT LLC | 12,804,393 | $12,804,393 | 2.80% |
| Game Plan Financial Advisors, LLC | 4,365,854 | $4,365,854 | 2.15% |
| Fairfield Financial Advisors, LTD | 5,523,483 | $5,523,483 | 1.62% |
| KANAWHA CAPITAL MANAGEMENT LLC | 13,550,956 | $13,550,956 | 1.06% |
| Financial Gravity Asset Management, Inc. | 712,556 | $712,556 | 0.18% |
| DCM Advisors, LLC | 243,587 | $243,587 | 0.13% |
| TWIN CAPITAL MANAGEMENT INC | 843,774 | $843,774 | 0.10% |