Schwab Municipal Money-InvSWTXX
13F holders, Q1 2026 (March 31)2holders −1
0new positions
1sold out
$1.00avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Schwab Municipal Money-Inv (SWTXX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Westside Investment Management, Inc. ($2.4M) and Garton & Associates Financial Advisors LLC ($85K).
- Company
- Schwab Municipal Money-Inv
- CUSIP
- 808508105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $200K |
All 13F filers, Q4 2025 → Q1 2026: 458,231 shares bought and 205,308 shares sold, net +252,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Westside Investment Management, Inc. | 0.37% | Add +23.4% | 2,412,470 | $2.4M |
| Garton & Associates Financial Advisors LLC | 0.07% | Reduce -5.9% | 85,198 | $85K |
"% of holder's portfolio" is SWTXX's weight in each manager's 13F, not the share of Schwab Municipal Money-Inv the manager owns.