SCHWAB CHARLES FAMIL MUNI MONEY

2 institutions still hold SCHWAB CHARLES FAMIL MUNI MONEY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808515753·2 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 8.5%

vs prior quarter

13F value held

$30M

47.0% inst. owned

of float

Holders

+42 QoQ

filers reporting

Activity

+63 / −85

+870 added · −780 reduced

this quarter

Concentration

81.93%

Jackson Wealth Management, LLC #1

top holder share

AI Holders Summary · Q1 2026

2 institutions reported SWOXX in Q1 2026. Jackson Wealth Management, LLC leads at 81.9% of the visible book. +42 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Jackson Wealth Management, LLC

CIK 0001536799

$25M24.7M2.54%Q1 2026 02

Westside Investment Management, Inc.

CIK 0001538383

$5M5.4M0.83%Q1 2026