Schwab Municipal Money Ultra (SWOXX) institutional ownership

SCHWAB MUNICIPAL MONEY ULTRA · 13F, 2026Q2

Managers holding2
Shares held7,924,841
Reported value$7.9m
Quarter flows1 new, 1 added, 0 trimmed, 1 exited

Top 2 holders

ManagerSharesValue% of manager's 13F
Westside Investment Management, Inc.6,974,857$7.0m0.9%
Vermillion Wealth Management, Inc.949,984$949,9840.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SWOXX"). SWOXX price history · All 13F data

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