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Schwab CA Muni Money FD
Q2 2025 vs Q3 2025
Comparing institutional holders between quarters
Quarters
Q3 2025
Q2 2025
Q2 2021
Q1 2021
Q2 2019
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged
0
No Data
Sort by
Q3 2025 shares — high to low
Q3 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q3 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Trivant Custom Portfolio Group, LLC
UNCHANGED
Shares
650,000
from 650,000
Change
0
(0%)
Value
$650.0K
($0)
Filed 2025-11-05
Institution
Status
Q3 2025 ↓
Q2 2025
Change
% Change
Q2 2025 Value
Q3 2025 Value
Value Change
Filed
Trivant Custom Portfolio Group, LLC
UNCHANGED
650,000
650,000
0
0%
$650.0K
$650.0K
$0
2025-11-05
Showing 1 of 1 institutions