Schwab Municipal Money-InvSWTXX
13F holders, Q4 2024 (December 31)3holders −1
0new positions
1sold out
$1.00avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Schwab Municipal Money-Inv (SWTXX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Westside Investment Management, Inc. ($3.2M), Jackson Wealth Management, LLC ($222K) and RFP Financial Group LLC ($31K).
- Company
- Schwab Municipal Money-Inv
- CUSIP
- 808508105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,657,306 shares bought and 1,625,858 shares sold, net +1,031,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Westside Investment Management, Inc. | 0.67% | Add +494.8% | 3,194,377 | $3.2M |
| Jackson Wealth Management, LLC | 0.03% | No change | 221,989 | $222K |
| RFP Financial Group LLC | 0.01% | Reduce -5.1% | 30,856 | $31K |
"% of holder's portfolio" is SWTXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Inv the manager owns.