Schwab Municipal Money-UltSWOXX
13F holders, Q4 2025 (December 31)3holders
0new positions
0sold out
$1.00avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Schwab Municipal Money-Ult (SWOXX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Jackson Wealth Management, LLC ($24.8M), Westside Investment Management, Inc. ($8.0M) and Kohmann Bosshard Financial Services, LLC ($1.5M).
- Company
- Schwab Municipal Money-Ult
- CUSIP
- 808515753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 2,515,012 shares bought, net +2,515,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Jackson Wealth Management, LLC | 2.41% | Add +6.5% | 24,793,268 | $24.8M |
| Westside Investment Management, Inc. | 1.28% | Add +0.0% | 7,989,857 | $8.0M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Add +199.8% | 1,500,616 | $1.5M |
"% of holder's portfolio" is SWOXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Ult the manager owns.