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

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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

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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
2024-09-30 $940k 940k 1.00

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 Value Advantage Money F mut

Jackson Wealth Management
McMahon Financial Advisors
Stonebridge Capital Management
Kanawha Capital Management
Kirtland Hills Capital Management
Tucker Asset Management
Fairfield Financial Advisors
Game Plan Financial Advisors
Twin Capital Management
Lester Murray Antman dba SimplyRich
Financial Gravity Wealth
Main Management
The Ithaka Group
Westside Investment Management
DCM Advisors

View all funds holding Schwab Value Advantage Money F mut