CHARLES SCHWAB FAMILY OF FUNDS - SWOXX
Sector:
Funds
· Industry:
Investment Company
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· Social:
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Company profile
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Quarter snapshot
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Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$30.16M
QoQ value delta ($000)
-$4.118M
(-12.01%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
30,165,096
QoQ shares delta
-4,118,645
(-12.01%)
Total shares held by funds (by quarter)
Market chart (SWOXX)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Jackson Wealth Management, LLC | 24,715 | 24,715,239 | 2.54% |
| Westside Investment Management, Inc. | 5,449 | 5,449,857 | 0.83% |