3 institutions reported holding $7.9M of SCHWAB CHARLES FAMIL MUNI MONEY (SWOXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Westside Investment Management, Inc. ($7.0M), Vermillion Wealth Management, Inc. ($949,984), Jackson Wealth Management, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | $7.0M | 7.0M | Added |
| 2 | Vermillion Wealth Management, Inc. | $949,984 | 949,984 | New |
| 3 | Jackson Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30