DOSSIER · 13F Holders · Q1 2026
SWOXX

SCHWAB CHARLES FAMIL MUNI MONEY

3 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 808515753·3 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$31M
visible holders
Holders
3
filers reporting
Concentration
79.43%
Jackson Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported SWOXX in Q1 2026. Jackson Wealth Management, LLC leads at 79.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Jackson Wealth Management, LLC
CIK 0001536799
$25M24.7M2.54%Q1 2026
02
Westside Investment Management, Inc.
CIK 0001538383
$5M5.4M0.83%Q1 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$950K950K0.22%Q2 2026