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Funds Holding SCHWABVALUEADVANTAGEMONEYULTRA
On this page, we present all of the funds holding SCHWABVALUEADVANTAGEMONEYULTRA from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SCHWABVALUEADVANTAGEMONEYULTRA, with a link to that fund's top holdings. The next columns
indicate the amount of SCHWABVALUEADVANTAGEMONEYULTRA stock held by each of the funds holding SCHWABVALUEADVANTAGEMONEYULTRA, followed by the SCHWABVALUEADVANTAGEMONEYULTRA position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 3 funds holding SCHWABVALUEADVANTAGEMONEYULTRA within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Jackson Wealth Management LLC. For more details on the positions held by Jackson Wealth Management LLC
(or by any of the other funds holding SCHWABVALUEADVANTAGEMONEYULTRA), click the fund name in the "Holder" column of the funds-holding-SCHWABVALUEADVANTAGEMONEYULTRA table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Jackson Wealth Management LLC | | $37,258 | 12/31/2023 | SNAXX | 37,257,636 | $37,258 | 12/31/2023 | Strategic Investment Solutions Inc. IL | | $4,274 | 12/31/2023 | SCHWAB NONSWEEP MMF | 4,274,057 | $4,274 | 12/31/2023 | Encompass Wealth Advisors LLC | | $4,273 | 12/31/2023 | Mutual Fund | 4,272,746 | $4,273 | 12/31/2023 | Main Street Group LTD | 2,360,956 | $2,361 | 12/31/2023 | SCHWAB NON SWEEP MMF | 2,360,956 | $2,361 | 12/31/2023 |
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