Schwab Municipal Money-InvSWTXX
13F holders, Q2 2025 (June 30)3holders
1new positions
1sold out
$1.00avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Schwab Municipal Money-Inv (SWTXX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Westside Investment Management, Inc. ($862K), Trivant Custom Portfolio Group, LLC ($27K) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $27K |
| Exits | 1 | $917K |
All 13F filers, Q1 2025 → Q2 2025: 214,696 shares bought and 917,318 shares sold, net −702,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Westside Investment Management, Inc. | 0.16% | Add +27.8% | 861,958 | $862K |
| Trivant Custom Portfolio Group, LLC | 0.01% | New | 27,000 | $27K |
| RFP Financial Group LLC | 0.01% | Reduce -2.1% | 20,550 | $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.