Schwab Municipal Money-UltSWOXX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$1.00avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Schwab Municipal Money-Ult (SWOXX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($22.8M).
- Company
- Schwab Municipal Money-Ult
- CUSIP
- 808515753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 12,519,124 shares sold, net −12,519,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 2.58% | Reduce -35.5% | 22,771,517 | $22.8M |
"% of holder's portfolio" is SWOXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Ult the manager owns.