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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Westside Investment Management, Inc. | History | Added to | 6,974,857 | 6,974 | 0.92% | 0.83% | 1 | +1,525,000 | 27.98% | Q2 2026 | Jul 27, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 949,984 | 949 | 0.22% | — | 2 | +949,984 | New | Q2 2026 | Jul 15, 2026 |
| Jackson Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.54% | — | -24,715,239 | -100.0% | Q2 2026 | Aug 20, 2026 |