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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $5,257,000 | +34.6% | 5,256,660 | +34.6% | 0.60% | +29.8% |
| Q2 2019 | $3,906,000 | -32.4% | 3,905,660 | -32.4% | 0.46% | -35.2% |
| Q1 2019 | $5,775,000 | +42.3% | 5,775,000 | +42.3% | 0.72% | +21.8% |
| Q4 2018 | $4,059,000 | +33.1% | 4,059,013 | +33.1% | 0.59% | +47.1% |
| Q3 2018 | $3,050,000 | – | 3,050,000 | – | 0.40% | – |
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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% |