Schwab Municipal Money-UltSWOXX
13F holders, Q1 2026 (March 31)2holders −1
0new positions
1sold out
$1.00avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Schwab Municipal Money-Ult (SWOXX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Jackson Wealth Management, LLC ($24.7M) and Westside Investment Management, Inc. ($5.4M).
- Company
- Schwab Municipal Money-Ult
- CUSIP
- 808515753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 4,118,645 shares sold, net −4,118,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Jackson Wealth Management, LLC | 2.54% | Reduce -0.3% | 24,715,239 | $24.7M |
| Westside Investment Management, Inc. | 0.83% | Reduce -31.8% | 5,449,857 | $5.4M |
"% of holder's portfolio" is SWOXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Ult the manager owns.