CHARLES SCHWAB FAMILY OF FUNDS - SWOXX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | History | Added to | 24,793,268 | 24,793 | 2.41% | 2.33% | 1 | +1,514,970 | 6.51% | Q4 2025 | Jan 20, 2026 |
| Westside Investment Management, Inc. | History | Added to | 7,989,857 | 7,989 | 1.28% | 1.28% | 2 | +19 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 1,500,616 | 1,500 | 0.13% | 0.05% | 3 | +1,000,023 | 199.77% | Q4 2025 | Jan 30, 2026 |