DCM Advisors, LLC - SCHWAB VALUE ADVANTAGE MONEY F ownership

Quarter-by-quarter ownership
DCM Advisors, LLC ownership history of SCHWAB VALUE ADVANTAGE MONEY F
ValueSharesWeighting
Q3 2023$113,214
+46.7%
113,214
+46.7%
0.05%
+54.5%
Q2 2023$77,19677,1960.03%
Other shareholders
SCHWAB VALUE ADVANTAGE MONEY F shareholders Q4 2023
NameSharesValueWeighting ↓
Jackson Wealth Management, LLC 38,195,748$38,196,0005.46%
DIVIDEND ASSETS CAPITAL, LLC 24,899,094$24,8995.17%
ORG Partners LLC 2,768,090$2,768,0900.82%
TUCKER ASSET MANAGEMENT LLC 3,031,376$3,031,3760.81%
STONEBRIDGE CAPITAL MANAGEMENT INC 1,395,837$1,3960.76%
Windham Capital Management, LLC 424,377$424,3770.17%
PSI Advisors, LLC 132,489$132,4890.06%
DCM Advisors, LLC 113,214$113,2140.05%
TWIN CAPITAL MANAGEMENT INC 245,785$245,7850.04%
Eagle Bay Advisors LLC 31,405$31,4050.02%
View complete list of SCHWAB VALUE ADVANTAGE MONEY F shareholders