Schwab Municipal Money-UltSWOXX
13F holders, Q3 2024 (September 30)1holders
$1.00avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Schwab Municipal Money-Ult (SWOXX) in their 13F filings. The largest holder was Jackson Wealth Management, LLC ($35.3M).
- Company
- Schwab Municipal Money-Ult
- CUSIP
- 808515753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $35.3M |
| Exits | 0 | $0 |
Ownership 1 holders
| Jackson Wealth Management, LLC | 4.21% | New | 35,290,641 | $35.3M |
"% of holder's portfolio" is SWOXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Ult the manager owns.