Schwab Municipal Money-InvSWTXX
13F holders, Q2 2024 (June 30)4holders +2
1new positions
0sold out
$1.00avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Schwab Municipal Money-Inv (SWTXX) in their 13F filings, up 2 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Kanawha Capital Management LLC ($1.3M), Westside Investment Management, Inc. ($446K) and Jackson Wealth Management, LLC ($222K).
- Company
- Schwab Municipal Money-Inv
- CUSIP
- 808508105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $446K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 500,112 shares bought and 701 shares sold, net +499,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kanawha Capital Management LLC | 0.10% | No change | 1,312,185 | $1.3M |
| Westside Investment Management, Inc. | 0.10% | New | 446,169 | $446K |
| Jackson Wealth Management, LLC | 0.05% | Reduce -0.3% | 221,989 | $222K |
| RFP Financial Group LLC | 0.02% | Add +0.0% | 53,943 | $54K |
"% of holder's portfolio" is SWTXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Inv the manager owns.