Schwab Municipal Money-InvSWTXX
13F holders, Q3 2025 (September 30)5holders +2
3new positions
1sold out
$1.00avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Schwab Municipal Money-Inv (SWTXX) in their 13F filings, up 2 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were Westside Investment Management, Inc. ($1.3M), Vermillion Wealth Management, Inc. ($1.3M) and Kohmann Bosshard Financial Services, LLC ($200K).
- Company
- Schwab Municipal Money-Inv
- CUSIP
- 808508105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.5M |
| Exits | 1 | $21K |
All 13F filers, Q2 2025 → Q3 2025: 1,912,034 shares bought and 20,550 shares sold, net +1,891,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Westside Investment Management, Inc. | 0.21% | Add +51.5% | 1,306,134 | $1.3M |
| Vermillion Wealth Management, Inc. | 0.35% | New | 1,261,086 | $1.3M |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 200,000 | $200K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 27,000 | $27K |
| Hurley Capital, LLC | 0.00% | New | 6,772 | $7K |
"% of holder's portfolio" is SWTXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Inv the manager owns.