CHARLES SCHWAB FAMILY OF FUNDS - SWGXX

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

Latest / Compare
Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$144K
QoQ value delta ($000)
-$25K (-14.79%)
Implied price effect (QoQ)
+0.05%
Shares
Total shares
144,579
QoQ shares delta
-25,178 (-14.83%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (SWGXX)

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Wealthspire Advisors, LLC 94 94,727 0.0%
Main Management LLC 50 49,852 0.0%