Schwab Municipal Money-InvSWTXX
13F holders, Q3 2024 (September 30)4holders
0new positions
0sold out
$1.00avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Schwab Municipal Money-Inv (SWTXX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Kanawha Capital Management LLC ($1.6M), Westside Investment Management, Inc. ($537K) 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 402,902 shares bought and 21,414 shares sold, net +381,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kanawha Capital Management LLC | 0.12% | Add +23.8% | 1,624,185 | $1.6M |
| Westside Investment Management, Inc. | 0.11% | Add +20.4% | 537,071 | $537K |
| Jackson Wealth Management, LLC | 0.03% | No change | 221,989 | $222K |
| RFP Financial Group LLC | 0.01% | Reduce -39.7% | 32,529 | $33K |
"% of holder's portfolio" is SWTXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Inv the manager owns.