SWTXX — Schwab Municipal Money Inv Institutional Holders · Q2 2026
Who owns Schwab Municipal Money Inv (SWTXX)? 3 institutions reported holding $4.32M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Westside Investment Management, Inc. ($2.3M), Vermillion Wealth Management, Inc. ($2.0M), Garton & Associates Financial Advisors LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | $2.3M | 2.3M | Trimmed |
| 2 | Vermillion Wealth Management, Inc. | $2.0M | 2.0M | New |
| 3 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30