Westside Investment Management »

Schwab Charles Family Fd Mun Money Ultra money market fund shares owned by Westside Investment Management

Quarter-by-quarter ownership of Schwab Charles Family Fd Mun Money Ultra money market fund (SWOXX) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Schwab Charles Family Fd Mun Money Ultra money market fund

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family Fd Mun Money Ultra money market fund held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Charles Family Fd Mun Money Ultra money market fund by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 8.0M 1.00

Top funds holding Schwab Charles Family Fd Mun Money Ultra money market fund