Westside Investment Management »

Schwab Value Advantage Money F mut shares owned by Westside Investment Management

Quarter-by-quarter ownership of Schwab Value Advantage Money F mut (SWVXX) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management 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 Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Value Advantage Money F mut by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $437k 437k 1.00
2024-06-30 $308k 308k 1.00
2024-03-31 $365k 365k 1.00
2023-12-31 $102k 102k 1.00