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
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