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Schwab Municipal Money-Ult (SWOXX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Westside Investment Management, Inc.
DECREASED
Shares6,174,857 from 6,974,857
Change-800,000 (-11%)
Value$6.2M (-$800.0K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 949,984
Change-949,984 (-100%)
Value$0 (-$950.0K)
Filed 2026-10-26
Status
Westside Investment Management, Inc.
DECREASED6,174,8576,974,857-800,000-11%$7.0M$6.2M-$800.0K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED0949,984-949,984-100%$950.0K$0-$950.0K2026-10-26
Showing 2 of 2 institutions