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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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$34.28M
QoQ value delta ($000)
+$2.515M
(+7.92%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
34,283,741
QoQ shares delta
+2,515,012
(+7.92%)
Total shares held by funds (by quarter)
Market chart (SWOXX)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Jackson Wealth Management, LLC | 24,793 | 24,793,268 | 2.41% |
| Westside Investment Management, Inc. | 7,989 | 7,989,857 | 1.28% |
| Kohmann Bosshard Financial Services, LLC | 1,500 | 1,500,616 | 0.13% |