Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Lester Murray Antman dba SimplyRich »

Schwab Value Advantage Money F mut shares owned by Lester Murray Antman dba SimplyRich

Quarter-by-quarter ownership of Schwab Value Advantage Money F mut (SWVXX) shares owned by Lester Murray Antman dba SimplyRich from 13F filings

Historical chart of Lester Murray Antman dba SimplyRich investment in Schwab Value Advantage Money F mut

Tip: Access up to 7 years of quarterly data

All positions including Schwab Value Advantage Money F mut held by Lester Murray Antman dba SimplyRich consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Value Advantage Money F mut by Lester Murray Antman dba SimplyRich

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$775k	776k	1.00
2024-09-30	$940k	940k	1.00

More positions owned by Lester Murray Antman dba SimplyRich

Apple (AAPL)

Alphabet Inc Class C cs (GOOG)

Ishares Msci Usa Min Volfctr Etf Uie (USMV)

Ishs Msci Emerg Mrkt Minvol Fct Etf Uie (EEMV)

Ishares Msci Eaf Min Volfct Etf Uie (EFAV)

Alphabet Inc Class A cs (GOOGL)

Microsoft Corporation (MSFT)

UnitedHealth (UNH)

Visa (V)

Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO)

Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM)

Home Depot (HD)

Ishs Trust-glo.r Etf Uie (REET)

Invsc S P 500 Equal Weight Etf Iv Uie (RSP)

Wal-Mart Stores (WMT)

View all positions for Lester Murray Antman dba SimplyRich

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management

Redwood Wealth Management Group

Stonebridge Capital Management

Tucker Asset Management

Kirtland Hills Capital Management

Financial Gravity Companies

Fairfield Financial Advisors

Game Plan Financial Advisors

Anderson Financial Strategies

Twin Capital Management

Dale Q Rice Investment Management

Westside Investment Management

Lester Murray Antman dba SimplyRich

The Ithaka Group

Luminist Capital

View all funds holding Schwab Value Advantage Money F mut

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z