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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

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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
2024-03-31 $365k 365k 1.00
2023-12-31 $102k 102k 1.00

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View all positions for Westside Investment Management

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
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Kanawha Capital Management
Main Street Group
Tucker Asset Management
Stonebridge Capital Management
Game Plan Financial Advisors
Livelsberger Financial Advisory
PSI Advisors
Westside Investment Management
Twin Capital Management
DCM Advisors
Laffer Investments
The Ithaka Group
Eagle Bay Advisors

View all funds holding Schwab Value Advantage Money F mut