Schwab Municipal Money-UltSWOXX
13F holders, Q3 2025 (September 30)3holders +2
2new positions
0sold out
$1.00avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Schwab Municipal Money-Ult (SWOXX) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Jackson Wealth Management, LLC ($23.3M), Westside Investment Management, Inc. ($8.0M) and Kohmann Bosshard Financial Services, LLC ($501K).
- Company
- Schwab Municipal Money-Ult
- CUSIP
- 808515753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $8.5M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 9,031,338 shares bought, net +9,031,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Jackson Wealth Management, LLC | 2.33% | Add +2.4% | 23,278,298 | $23.3M |
| Westside Investment Management, Inc. | 1.28% | New | 7,989,838 | $8.0M |
| Kohmann Bosshard Financial Services, LLC | 0.05% | New | 500,593 | $501K |
"% of holder's portfolio" is SWOXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Ult the manager owns.