CHARLES SCHWAB FAMILY OF FUNDS - SWYXX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Garton & Associates Financial Advisors LLC | History | Reduced | 236,821 | 236 | 0.19% | 0.13% | 1 | -4,574 | -1.89% | Q1 2026 | May 11, 2026 |