Schwab Municipal Money-InvSWTXX
13F holders, Q4 2025 (December 31)3holders −2
0new positions
3sold out
$1.00avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Schwab Municipal Money-Inv (SWTXX) in their 13F filings, down 2 from Q3 2025. 0 opened new positions and 3 sold out. The largest holders were Westside Investment Management, Inc. ($2.0M), Kohmann Bosshard Financial Services, LLC ($200K) and Garton & Associates Financial Advisors LLC ($91K).
- Company
- Schwab Municipal Money-Inv
- CUSIP
- 808508105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 648,105 shares bought and 1,294,858 shares sold, net −646,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Westside Investment Management, Inc. | 0.31% | Add +49.6% | 1,954,239 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 200,000 | $200K |
| Garton & Associates Financial Advisors LLC | 0.05% | — | 90,506 | $91K |
"% of holder's portfolio" is SWTXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Inv the manager owns.