CHARLES SCHWAB FAMILY OF FUNDS - SWTXX
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 | 1,954,239 | 1,954 | 0.31% | 0.21% | 1 | +648,105 | 49.62% | Q4 2025 | Jan 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 200,000 | 200 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 90,506 | 90 | 0.05% | — | 3 | +90,506 | New | Q4 2025 | Feb 18, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -1,261,086 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Trivant Custom Portfolio Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,000 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,772 | -100.0% | Q3 2025 | Nov 12, 2025 |