CHARLES SCHWAB FAMILY OF FUNDS - SWGXX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 293,300 | 293 | 0.03% | 0.03% | 1 | -27,862 | -8.68% | Q4 2025 | Jan 30, 2026 |
| Main Management LLC | History | Reduced | 35,222 | 35 | 0.0% | 0.01% | 2 | -73,011 | -67.46% | Q4 2025 | Feb 10, 2026 |