Jackson Wealth Management, LLC - SCHWAB TREASURY VALUE ADV MONE ownership

SCHWAB TREASURY VALUE ADV MONE's ticker is and the CUSIP is 808515621. A total of 5 filers reported holding SCHWAB TREASURY VALUE ADV MONE in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Jackson Wealth Management, LLC ownership history of SCHWAB TREASURY VALUE ADV MONE
ValueSharesWeighting
Q3 2023$2,290,000
+29.9%
2,290,232
+30.0%
0.33%
-75.3%
Q1 2023$1,762,2471,762,2471.32%
Other shareholders
SCHWAB TREASURY VALUE ADV MONE shareholders Q3 2023
NameSharesValueWeighting ↓
ORG Partners LLC 1,190,818$1,190,8180.35%
Jackson Wealth Management, LLC 2,290,232$2,290,0000.33%
RFP Financial Group LLC 317,737$317,7370.14%
DIVIDEND ASSETS CAPITAL, LLC 205,606$2060.04%
TWIN CAPITAL MANAGEMENT INC 56,993$56,9930.01%
View complete list of SCHWAB TREASURY VALUE ADV MONE shareholders