Schwab Municipal Money-InvSWTXX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$1.00avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Schwab Municipal Money-Inv (SWTXX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Vermillion Wealth Management, Inc. ($917K), Westside Investment Management, Inc. ($674K) and RFP Financial Group LLC ($21K).
- Company
- Schwab Municipal Money-Inv
- CUSIP
- 808508105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $917K |
| Exits | 1 | $222K |
All 13F filers, Q4 2024 → Q1 2025: 916,876 shares bought and 2,751,968 shares sold, net −1,835,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Vermillion Wealth Management, Inc. | 0.27% | New | 916,876 | $917K |
| Westside Investment Management, Inc. | 0.14% | Reduce -78.9% | 674,262 | $674K |
| RFP Financial Group LLC | 0.01% | Reduce -32.0% | 20,992 | $21K |
"% of holder's portfolio" is SWTXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Inv the manager owns.