SEC 13F Intelligence

Ellevest, Inc. / SWYXX

Ellevest, Inc.’s Schwab Ny Municipal Money Inv Position

Does Ellevest, Inc. own Schwab Ny Municipal Money Inv (SWYXX)? Not currently — the last reported position was 3.37M shares worth $3M in Q4 2018; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2018
Shares
3.37M
% of Portfolio
+1.71%
Quarters Held
1
position exited

Position History SWYXX

Reported value by quarter
Q4 ’18: $3MQ4 ’18filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20183.37M$3M+1.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ellevest, Inc.’s full portfolio or all institutional holders of SWYXX.