Lester Murray Antman dba SimplyRich SWVXX — SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES

Ownership history in Lester Murray Antman dba SimplyRich  ·  5 quarters on record

AI Ownership Summary

Lester Murray Antman dba SimplyRich reported SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES (SWVXX) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.26% in 2024 Q3. The latest visible filing shows SWVXX at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SWVXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lester Murray Antman dba SimplyRich's position in SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SWVXX was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SWVXX stock page Lester Murray Antman dba SimplyRich fund profile Lester Murray Antman dba SimplyRich full holdings
How Lester Murray Antman dba SimplyRich held SWVXX — position size vs. price
% of Fund (quarterly)    SWVXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 683,773 +55,787 +8.9% 0.17% $683 2026-05-01 $1.00
2025 Q2 ADDED — — — 627,986 +95,521 +17.9% 0.17% $627K 2025-07-24 $1.00
2025 Q1 REDUCED 31.4% +0.0% ❌ 532,465 -243,218 -31.4% 0.15% $532K 2025-05-09 $1.00
2024 Q4 REDUCED 17.5% +0.0% ❌ 775,683 -164,369 -17.5% 0.22% $775K 2025-01-29 $1.00
2024 Q3 INITIATED — — — 940,052 — — 0.26% $940K 2024-10-18 $1.00

🏢 Other funds also holding SWVXX

As of 2026 Q1 — sorted by position size

STONEBRIDGE CAPITAL MANAGEMENT INC 3Y 7Y 9.97% Redwood Wealth Management Group, LLC 3Y 9.63% Garton & Associates Financial Advisors LLC 6.71% Game Plan Financial Advisors, LLC 3Y 5.54% Jackson Wealth Management, LLC 3Y 7Y 5.04% Coastwise Capital Group, LLC 3Y 4.16% Fortune Financial Group, Inc. 2.98% Trivant Custom Portfolio Group, LLC 3Y 2.91% Financial Gravity Asset Management, Inc. 3Y 7Y 1.33% Dale Q Rice Investment Management Ltd 0.62%

FAQ About Lester Murray Antman dba SimplyRich and SWVXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lester Murray Antman dba SimplyRich reported owning SWVXX?

Lester Murray Antman dba SimplyRich reported SWVXX across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SWVXX position in Lester Murray Antman dba SimplyRich's portfolio?

The largest reported portfolio weight for SWVXX was 0.26% in 2024 Q3.

What is the latest reported SWVXX position on this page?

The most recent filing on this page is 2026 Q1, when Lester Murray Antman dba SimplyRich reported 683,773 shares, equal to 0.17% of portfolio, with an estimated market value of $683.

What does the chart on this SWVXX ownership page compare?

The chart compares Lester Murray Antman dba SimplyRich's quarterly SWVXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lester Murray Antman dba SimplyRich time their SWVXX position?

Based on 13F filing dates vs. subsequent SWVXX price moves, Lester Murray Antman dba SimplyRich correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SWVXX relative to SPY over the holding period was -11.2%.

← Back to Lester Murray Antman dba SimplyRich Holdings