Who owns Schwab Muni Mf -value Advantag?
- Ticker: SWTXX
- CUSIP Number: 808508105
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Muni Mf -value Advant with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of Schwab Muni Mf -value Advant stock
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 | 2.0M | $2.0M | 50% | Dec 2025 |
|
| Kohmann Bosshard Financial Services | 200k | $200k | 0% | Dec 2025 |
|
| Garton & Associates Financial Advisors | 91k | $91k | 100% | Dec 2025 |
|
Who sold out of Schwab Muni Mf -value Advant?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vermillion Wealth Management | Sep 2025 | 1.3M | $1.3M |