CHARLES SCHWAB FAMILY OF FUNDS - SWTXX
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)
$2.244M
QoQ value delta ($000)
-$556K
(-19.86%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
2,244,745
QoQ shares delta
-556,247
(-19.86%)
Total shares held by funds (by quarter)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Westside Investment Management, Inc. | 1,954 | 1,954,239 | 0.31% |
| Kohmann Bosshard Financial Services, LLC | 200 | 200,000 | 0.02% |
| Garton & Associates Financial Advisors LLC | 90 | 90,506 | 0.05% |