SWTXXSCHWAB MUNICIPAL MONEY INV
CUSIP 808508105 · Yahoo Finance ↗ · Google Finance ↗
Schwab Municipal Money Inv (SWTXX) has 2 institutional holders in Filings Flow’s 13F database, together reporting 2.50M shares worth $2M as of Q1 2026. The largest reported holders are Westside Investment Management, Inc., Vermillion Wealth Management, Inc., and Kohmann Bosshard Financial Services, LLC.
Institutional Holders
2
Q1 2026
Reported Value
$2M
Ticker
SWTXX
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Westside Investment Management, Inc.$653M AUM | 0.37% | $2M | 2.41M | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.34% | $1M | 1.26M | Q3 2025OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.07% | $85,198 | 85.2K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.02% | $200,000 | 200.0K | Q4 2025OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 0.01% | $27,000 | 27.0K | Q3 2025OLDER |
| RFP Financial Group LLC$184M AUM | 0.01% | $20,550 | 20.6K | Q2 2025OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $6,772 | 6.8K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.