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 | Reduced | 2,273,772 | 2,273 | 0.3% | 0.37% | 1 | -138,698 | -5.75% | Q2 2026 | Jul 27, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 2,043,508 | 2,043 | 0.48% | — | 2 | +2,043,508 | New | Q2 2026 | Jul 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -85,198 | -100.0% | Q2 2026 | Aug 11, 2026 |