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 2019. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $222,000 | +0.5% | 222,085 | +0.5% | 0.01% | -7.7% |
Q3 2019 | $221,000 | -57.3% | 220,912 | -57.4% | 0.01% | -56.7% |
Q2 2019 | $518,000 | -48.9% | 518,104 | -48.8% | 0.03% | -51.6% |
Q1 2019 | $1,013,000 | -16.1% | 1,012,846 | -16.1% | 0.06% | -34.7% |
Q4 2018 | $1,207,000 | +67.9% | 1,207,349 | +67.8% | 0.10% | +102.1% |
Q3 2018 | $719,000 | – | 719,341 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TUCKER ASSET MANAGEMENT LLC | 5,451,273 | $5,451,273 | 1.46% |
ENCOMPASS WEALTH ADVISORS, LLC | 4,249,826 | $4,249,826 | 1.41% |
BRYN MAWR TRUST Co | 29,562,441 | $29,562,441 | 1.30% |
Jackson Wealth Management, LLC | 6,585,984 | $6,586,000 | 0.94% |
DIVIDEND ASSETS CAPITAL, LLC | 3,600,102 | $3,600 | 0.75% |