Schwab Municipal Money-UltSWOXX
13F holders, Q2 2025 (June 30)1holders
0new positions
0sold out
$1.00avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Schwab Municipal Money-Ult (SWOXX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($22.7M).
- Company
- Schwab Municipal Money-Ult
- CUSIP
- 808515753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 3,735,321 shares bought, net +3,735,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 2.47% | Add +19.7% | 22,737,391 | $22.7M |
"% of holder's portfolio" is SWOXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Ult the manager owns.