DOSSIER · 13F Holders · Q2 2026
SWTXX

SCHWAB MUNICIPAL MONEY INV

2 institutions still hold SCHWAB MUNICIPAL MONEY INV as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808508105·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4M
visible holders
Holders
2
filers reporting
Concentration
52.67%
Westside Investment Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported SWTXX in Q2 2026. Westside Investment Management, Inc. leads at 52.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Westside Investment Management, Inc.
CIK 0001538383
$2M2.3M0.30%Q2 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$2M2.0M0.48%Q2 2026