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 | Reduced | 24,715,239 | 24,715 | 2.54% | 2.41% | 1 | -78,029 | -0.31% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 5,449,857 | 5,449 | 0.83% | 1.28% | 2 | -2,540,000 | -31.79% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,500,616 | -100.0% | Q1 2026 | May 01, 2026 |