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Schwab Treasury Value Adv Mone other assets shares owned by Westside Investment Management

Quarter-by-quarter ownership of Schwab Treasury Value Adv Mone other assets (SNOXX) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Schwab Treasury Value Adv Mone other assets

Tip: Access up to 7 years of quarterly data

All positions including Schwab Treasury Value Adv Mone other assets held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Treasury Value Adv Mone other assets by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $655k 655k 1.00
2025-06-30 $706k 706k 1.00