Schwab Ca Muni MNY-InvSWKXX
13F holders, Q2 2025 (June 30)1holders
$1.00avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Schwab Ca Muni MNY-Inv (SWKXX) in their 13F filings. The largest holder was Trivant Custom Portfolio Group, LLC ($650K).
- Company
- Schwab Ca Muni MNY-Inv
- CUSIP
- 808508204
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $650K |
| Exits | 0 | $0 |
Ownership 1 holders
| Trivant Custom Portfolio Group, LLC | 0.36% | New | 650,000 | $650K |
"% of holder's portfolio" is SWKXX's weight in each manager's 13F, not the share of Schwab Ca Muni MNY-Inv the manager owns.