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 csvQuarterly 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 |
|---|---|---|---|
| 2025-06-30 | $627k | 628k | 1.00 |
| 2025-03-31 | $532k | 533k | 1.00 |
| 2024-12-31 | $775k | 776k | 1.00 |
| 2024-09-30 | $940k | 940k | 1.00 |
More positions owned by Lester Murray Antman dba SimplyRich
Home Depot (HD)
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Top funds holding Schwab Value Advantage Money F mut
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