Schwab Muni Mf -value Advant shares owned by Westside Investment Management
Quarter-by-quarter ownership of Schwab Muni Mf -value Advant (SWTXX) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in Schwab Muni Mf -value Advant
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Quarterly reported holdings in Schwab Muni Mf -value Advant by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 1.3M | 1.00 |
| 2025-06-30 | $862k | 862k | 1.00 |
| 2025-03-31 | $674k | 674k | 1.00 |
| 2024-12-31 | $3.2M | 3.2M | 1.00 |
| 2024-09-30 | $537k | 537k | 1.00 |
| 2024-06-30 | $446k | 446k | 1.00 |
More positions owned by Westside Investment Management
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