Schwab Value Advantage Money F's ticker is and the CUSIP is 808515696. A total of 4 filers reported holding Schwab Value Advantage Money F in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,249,826 | +1.0% | 4,249,826 | +1.0% | 1.41% | +3.3% |
| Q2 2023 | $4,208,979 | -3.7% | 4,208,979 | -3.7% | 1.37% | -7.9% |
| Q1 2023 | $4,370,232 | -11.5% | 4,370,232 | -11.5% | 1.49% | -17.4% |
| Q4 2022 | $4,937,860 | +96.3% | 4,937,860 | +96.3% | 1.80% | +88.4% |
| Q3 2022 | $2,515,000 | – | 2,515,122 | – | 0.96% | – |
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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% |