3 institutions reported holding $2.5M of SCHWAB MUNICIPAL MONEY INV (SWTXX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Westside Investment Management, Inc. ($2.4M), Garton & Associates Financial Advisors LLC ($85,198), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | $2.4M | 2.4M | Added |
| 2 | Garton & Associates Financial Advisors LLC | $85,198 | 85,198 | Trimmed |
| 3 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31