SCHWAB MUNICIPAL MONEY-ULT (SWOXX) Institutional Ownership Changes & 13F Activity
SCHWAB MUNICIPAL MONEY-ULT (SWOXX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jackson Wealth Management, Llc, Westside Investment Management, Inc., Kohmann Bosshard Financial Services, Llc, and Vermillion Wealth Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Westside Investment Management, Inc. | Buy | +1,525,000 | +28.0% | 6,974,857 | $6.97M | Q2 2026 | Jul 27, 2026 |
| Vermillion Wealth Management, Inc. | Buy | +949,984 | — | 949,984 | $949.98K | Q2 2026 | Jul 16, 2026 |
| Jackson Wealth Management, Llc | Sell | -24,715,239 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, Llc | Sell | -1,200,616 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 23, 2026 |
Frequently asked questions about SWOXX activity
Which institutional owners are buying SWOXX?
Institutional owners buying SWOXX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SWOXX activity?
"Buy" means an investor increased their reported position in SWOXX compared to the prior reporting period. This reflects growing exposure to SCHWAB MUNICIPAL MONEY-ULT (SWOXX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SWOXX increasing?
Institutional interest in SWOXX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.