Schwab Municipal Money-InvSWTXX
13F holders, Q2 2026 (June 30)2holders
1new positions
1sold out
$1.00avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Schwab Municipal Money-Inv (SWTXX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Westside Investment Management, Inc. ($2.3M) and Vermillion Wealth Management, Inc. ($2.0M).
- Company
- Schwab Municipal Money-Inv
- CUSIP
- 808508105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.0M |
| Exits | 1 | $85K |
All 13F filers, Q1 2026 → Q2 2026: 2,043,508 shares bought and 223,896 shares sold, net +1,819,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Westside Investment Management, Inc. | 0.30% | Reduce -5.8% | 2,273,772 | $2.3M |
| Vermillion Wealth Management, Inc. | 0.49% | New | 2,043,508 | $2.0M |
"% of holder's portfolio" is SWTXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Inv the manager owns.