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 Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,003,000 | +0.1% | 1,002,704 | +0.1% | 0.02% | +20.0% |
| Q1 2022 | $1,002,000 | +0.1% | 1,001,547 | +0.0% | 0.02% | +7.1% |
| Q4 2021 | $1,001,000 | 0.0% | 1,001,488 | +0.0% | 0.01% | -6.7% |
| Q3 2021 | $1,001,000 | 0.0% | 1,001,328 | +0.0% | 0.02% | +7.1% |
| Q2 2021 | $1,001,000 | -50.0% | 1,001,252 | -50.0% | 0.01% | -54.8% |
| Q1 2021 | $2,002,000 | 0.0% | 2,002,297 | +0.0% | 0.03% | -6.1% |
| Q4 2020 | $2,002,000 | -33.3% | 2,002,180 | -33.3% | 0.03% | -42.1% |
| Q3 2020 | $3,002,000 | +50.0% | 3,001,983 | +50.0% | 0.06% | +35.7% |
| Q2 2020 | $2,001,000 | – | 2,001,211 | – | 0.04% | – |
Download | ||||||
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% |