Institutional Ownership
Schwab Charles Famil Muni Money
CUSIP 808515753MMNSWOXXQ1 2026
Institutional Holders
2
13F filers
Shares Held
30.17M
Aggregate institutional
Institutional Value
$30.16M
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased0
Decreased2
Sold out1
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 24.72M | $24.71M | −78.0K | Reduced |
| 2 | Westside Investment Management, Inc. | 5.45M | $5.45M | −2.54M | Reduced |