| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| PRIVATE ASSET MANAGEMENT INC | 21 | 21 | 0.80% | 1.20% | 2.26% | Q2 2013 | Q2 2018 | 21 |
| DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 2.42% | 3.53% | 5.17% | Q4 2020 | Q3 2023 | 12 |
| ALBION FINANCIAL GROUP /UT | 10 | 10 | 0.11% | 0.46% | 0.77% | Q2 2018 | Q3 2020 | 10 |
| LOGAN CAPITAL MANAGEMENT INC | 10 | 10 | 0.06% | 0.13% | 0.26% | Q3 2018 | Q4 2020 | 10 |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2021 | 9 |
| ENCOMPASS WEALTH ADVISORS, LLC | 8 | 8 | 0.21% | 0.28% | 0.56% | Q1 2021 | Q4 2022 | 8 |
| Eagle Bay Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
| True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
| TWIN CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
| RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| Almanack Investment Partners, LLC. | 2 | 2 | 0.68% | 0.95% | 1.27% | Q3 2018 | Q4 2019 | 4 |
| Financial Management Professionals, Inc. | 2 | 1 | 0.08% | 0.17% | 0.32% | Q4 2014 | Q3 2016 | 3 |
| Maryland Capital Management | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q4 2013 | 3 |
| Swaine & Leidel Wealth Services, LLC | 2 | 2 | 9.83% | 12.58% | 15.33% | Q2 2019 | Q3 2019 | 2 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | 2 | 2 | 0.76% | 0.92% | 1.08% | Q2 2023 | Q3 2023 | 2 |
| Friedenthal Financial | 1 | 1 | 0.25% | 0.27% | 0.29% | Q2 2019 | Q3 2021 | 2 |
| ORG Partners LLC | 1 | 1 | 0.82% | 0.99% | 1.16% | Q1 2023 | Q3 2023 | 2 |
| PSI Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
| RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.02% | 0.37% | 0.72% | Q4 2022 | Q2 2023 | 2 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 2.80% | 3.84% | 4.88% | Q1 2023 | Q2 2023 | 2 |
| DCM Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
| ICM ASSET MANAGEMENT INC/WA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
| Jackson Wealth Management, LLC | 2 | 2 | 4.21% | 4.84% | 5.46% | Q2 2023 | Q3 2023 | 2 |
| Windham Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
| SHAPIRO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| Coston, McIsaac & Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
| APPLETON PARTNERS INC/MA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
| Ellevest, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
| Buffington Mohr McNeal | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
| Jackson Creek Investment Advisors LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2020 | Q3 2020 | 1 |
This page lists all the filers that currently own SCHWAB VALUE ADVANTAGE MONEY F or have owned SCHWAB VALUE ADVANTAGE MONEY F in the past.