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
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Quarterly reported holdings in Schwab Value Advantage Money F mut by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 4.4M | 1.00 |
| 2025-06-30 | $2.9M | 2.9M | 1.00 |
| 2025-03-31 | $524k | 524k | 1.00 |
| 2024-12-31 | $810k | 810k | 1.00 |
| 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 |
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