SWOXX — Schwab Municipal Money Ultra Institutional Holders · Q2 2026
Who owns Schwab Municipal Money Ultra (SWOXX)? 3 institutions reported holding $7.92M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Westside Investment Management, Inc. ($7.0M), Vermillion Wealth Management, Inc. ($949,984), Jackson Wealth Management, LLC ($0).
| 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