Schwab Municipal Money-InvSWTXX
13F holders, Q1 2024 (March 31)2holders
$1.00avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Schwab Municipal Money-Inv (SWTXX) in their 13F filings. The largest holders were Kanawha Capital Management LLC ($1.3M) and Jackson Wealth Management, LLC ($223K).
- Company
- Schwab Municipal Money-Inv
- CUSIP
- 808508105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.5M |
| Exits | 1 | $95K |
Ownership 2 holders
| Kanawha Capital Management LLC | 0.10% | New | 1,312,185 | $1.3M |
| Jackson Wealth Management, LLC | 0.03% | New | 222,690 | $223K |
"% of holder's portfolio" is SWTXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Inv the manager owns.