SCHWAB VALUE ADVANTAGE MONEY F's ticker is and the CUSIP is 808515605. A total of 2 filers reported holding SCHWAB VALUE ADVANTAGE MONEY F in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,529,061 | +76.2% | 1,529,061 | +76.1% | 0.56% | +69.1% |
| Q3 2022 | $868,000 | +1.0% | 868,332 | +1.0% | 0.33% | +8.6% |
| Q2 2022 | $859,000 | 0.0% | 859,367 | +0.0% | 0.30% | +40.1% |
| Q1 2022 | $859,000 | 0.0% | 859,316 | +0.0% | 0.22% | +3.8% |
| Q4 2021 | $859,000 | 0.0% | 859,265 | +0.0% | 0.21% | -6.7% |
| Q3 2021 | $859,000 | 0.0% | 859,126 | +0.0% | 0.22% | +6.2% |
| Q2 2021 | $859,000 | 0.0% | 859,061 | +0.0% | 0.21% | -3.7% |
| Q1 2021 | $859,000 | – | 859,018 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jackson Wealth Management, LLC | 28,701,374 | $28,701,000 | 4.21% |
| DIVIDEND ASSETS CAPITAL, LLC | 19,955,980 | $19,956 | 4.11% |
| Strategic Investment Solutions, Inc. /IL | 13,627,216 | $13,627,216 | 2.80% |
| STONEBRIDGE CAPITAL MANAGEMENT INC | 2,318,577 | $2,319 | 1.08% |
| PSI Advisors, LLC | 130,765 | $130,765 | 0.06% |
| DCM Advisors, LLC | 77,196 | $77,196 | 0.03% |
| TWIN CAPITAL MANAGEMENT INC | 221,764 | $221,764 | 0.03% |
| RE Dickinson Investment Advisors, LLC | 50,000 | $50 | 0.02% |
| Eagle Bay Advisors LLC | 15,498 | $15,498 | 0.01% |
| RFP Financial Group LLC | 10,168 | $10,168 | 0.00% |