Westside Investment Management, Inc. SNVXX SCHWAB GOVERNMENT MONEY INV

Ownership history in Westside Investment Management, Inc.  ·  6 quarters on record

AI Ownership Summary

Westside Investment Management, Inc. reported SCHWAB GOVERNMENT MONEY INV (SNVXX) in 6 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows SNVXX at 0.00% 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 SNVXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westside Investment Management, Inc.'s position in SCHWAB GOVERNMENT MONEY INV, 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 Q2

SNVXX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How Westside Investment Management, Inc. held SNVXX — position size vs. price
% of Fund (quarterly)    SNVXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 2,814 0% 0.00% $3K 2026-07-27 $1.00
2026 Q1 REDUCED 97.2% +0.0% 2,814 -97,036 -97.2% 0.00% $3K 2026-05-04 $1.00
2025 Q4 ADDED 99,850 +99,217 +15674.1% 0.02% $100K 2026-01-23 $1.00
2024 Q3 ADDED 633 +3 +0.5% 0.00% $633 2024-11-20 $1.00
2024 Q2 ADDED 630 +8 +1.3% 0.00% $630 2024-07-17 $1.00
2024 Q1 INITIATED 622 0.00% $622 2024-04-19 $1.00

FAQ About Westside Investment Management, Inc. and SNVXX

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

How long has Westside Investment Management, Inc. reported owning SNVXX?

Westside Investment Management, Inc. reported SNVXX across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SNVXX position in Westside Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for SNVXX was 0.02% in 2025 Q4.

What is the latest reported SNVXX position on this page?

The most recent filing on this page is 2026 Q2, when Westside Investment Management, Inc. reported 2,814 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this SNVXX ownership page compare?

The chart compares Westside Investment Management, Inc.'s quarterly SNVXX 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 Westside Investment Management, Inc. time their SNVXX position?

Based on 13F filing dates vs. subsequent SNVXX price moves, Westside Investment Management, Inc. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on SNVXX relative to SPY over the holding period was -21.0%.

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