SCHWAB VALUE ADVANTAGE MONEY INV

Ticker: SWVXX CUSIP: 808515605 Class: SWVXX

Financially Speaking Inc's Holding History (CIK: 0002040901)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 220,398 Value ($000) $220 Avg Close — Range —
Q3 2025
Shares 218,272 Value ($000) $218 Avg Close — Range —
Q2 2025
Shares 216,020 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 211,635 Value ($000) $212 Avg Close — Range —