CHARLES SCHWAB FAMILY OF FUNDS - SWOXX

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$7.923M
QoQ value delta ($000)
-$22.24M (-73.73%)
Implied price effect (QoQ)
-0.02%
Shares
Total shares
7,924,841
QoQ shares delta
-22,240,255 (-73.73%)
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 (SWOXX)

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Westside Investment Management, Inc. 6,974 6,974,857 0.92%
Vermillion Wealth Management, Inc. 949 949,984 0.22%