Who owns Schwab Muni Mf -value Advantag?
- Ticker: SWTXX
- CUSIP Number: 808508105
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Analyze quarterly positions in Schwab Muni Mf -value Advant with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Muni Mf -value Advantag this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Westside Investment Management | 1.3M | $1.3M | 52% | Sep 2025 |
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| Vermillion Wealth Management | 1.3M | $1.3M | 100% | Sep 2025 |
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| Kohmann Bosshard Financial Services | 200k | $200k | 100% | Sep 2025 |
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| Trivant Custom Portfolio Group | 27k | $27k | 0% | Sep 2025 |
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| Hurley Capital | 6.8k | $6.8k | 100% | Sep 2025 |
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Who sold out of Schwab Muni Mf -value Advant?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RFP Financial Group | Jun 2025 | 21k | $21k |