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 csv Download as ExcelQuarterly 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 |
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