Schwab Municipal Money-UltSWOXX
13F holders, Q2 2026 (June 30)2holders
1new positions
1sold out
$1.00avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Schwab Municipal Money-Ult (SWOXX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Westside Investment Management, Inc. ($7.0M) and Vermillion Wealth Management, Inc. ($950K).
- Company
- Schwab Municipal Money-Ult
- CUSIP
- 808515753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $950K |
| Exits | 1 | $24.7M |
All 13F filers, Q1 2026 → Q2 2026: 2,474,984 shares bought and 24,715,239 shares sold, net −22,240,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Westside Investment Management, Inc. | 0.92% | Add +28.0% | 6,974,857 | $7.0M |
| Vermillion Wealth Management, Inc. | 0.23% | New | 949,984 | $950K |
"% of holder's portfolio" is SWOXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Ult the manager owns.