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 | 2,412,470 | 2,412 | 0.37% | 0.31% | 1 | +458,231 | 23.45% | Q1 2026 | May 04, 2026 |
| Garton & Associates Financial Advisors LLC | History | Reduced | 85,198 | 85 | 0.07% | 0.05% | 2 | -5,308 | -5.86% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -200,000 | -100.0% | Q1 2026 | May 01, 2026 |