SCHWAB MUNICIPAL MONEY-ULT (SWOXX) Institutional Ownership and Insiders Activity

SCHWAB MUNICIPAL MONEY-ULT (SWOXX) is widely held by institutional investors, with 2 firms reporting positions valued at approximately $7.92M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Westside Investment Management, Inc. is the largest disclosed holder, reporting approximately $6.97M in SWOXX holdings in its latest filing.

Institutional ownership remains highly concentrated, with Westside Investment Management, Inc. representing the majority of disclosed value.