SCHWAB CALIFORNIA TAX EXEMPT M
CUSIP 808508204
Schwab California Tax Exempt M has 1 institutional holders in Filings Flow’s 13F database, together reporting 26.4K shares worth $26,000 as of Q2 2019.
Institutional Holders
1
Q2 2019
Reported Value
$26,000
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC$182M AUM | 0.33% | $650,000 | 650.0K | Q3 2025 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.