3 institutions reported holding $4.3M of SCHWAB MUNICIPAL MONEY INV (SWTXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Westside Investment Management, Inc. ($2.3M), Vermillion Wealth Management, Inc. ($2.0M), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| 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