Lester Murray Antman dba SimplyRich »

Schwab Total Stock Mrkt Ind-se shares owned by Lester Murray Antman dba SimplyRich

Quarter-by-quarter ownership of Schwab Total Stock Mrkt Ind-se (SWTSX) shares owned by Lester Murray Antman dba SimplyRich from 13F filings

Historical chart of Lester Murray Antman dba SimplyRich investment in Schwab Total Stock Mrkt Ind-se

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All positions including Schwab Total Stock Mrkt Ind-se held by Lester Murray Antman dba SimplyRich consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Total Stock Mrkt Ind-se by Lester Murray Antman dba SimplyRich

Quarter filed Position value Share count Share price at filing
2024-09-30 $283k 2.9k 97.35

More positions owned by Lester Murray Antman dba SimplyRich

Apple (AAPL)
Ishares Msci Usa Min Volfctr Etf Uie (USMV)
Alphabet Inc Class C cs (GOOG)
Ishs Msci Emerg Mrkt Minvol Fct Etf Uie (EEMV)
Ishares Msci Eaf Min Volfct Etf Uie (EFAV)
Microsoft Corporation (MSFT)
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO)
Alphabet Inc Class A cs (GOOGL)
UnitedHealth (UNH)
Ishs Trust-glo.r Etf Uie (REET)
Home Depot (HD)
Visa (V)
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM)
Invsc S P 500 Equal Weight Etf Uie (RSP)
Cigna Corp (CI)

View all positions for Lester Murray Antman dba SimplyRich

Top funds holding Schwab Total Stock Mrkt Ind-se

Yousif Capital Management
North Star Asset Management
Garde Capital
Ferguson Wellman Capital Management
Northstar Asset Management
Grassi Investment Management
Lester Murray Antman dba SimplyRich
Financial Gravity Wealth
Coston, McIsaac & Partners
Belpointe Asset Management

View all funds holding Schwab Total Stock Mrkt Ind-se