Vault-13

SCHWAB MUNICIPAL MONEY INV SWTXX

SCHWAB NON-SWEEP MMF · Open-End Fund · CUSIP 808508105

1 institutional holders +0 vs Q4 2022
50,17250.2k shares reported held*
$50.2kreported value*
1 new 0 added 0 reduced 1 sold out net sold ≈ $650.5k (-650.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $1.00.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

012Q3 22: 2Q4 22: 1Q1 23: 11Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 20222
Q4 20221
Q1 20231

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q4 22: 1 bought or addedQ4 22: 2 cut or sold outQ4 22Q1 23: 1 bought or addedQ1 23: 1 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 202212
Q1 202311

Biggest buyers

Strategic Investment Solutions, Inc. /IL New +50,172+50.2k

Biggest sellers

Fairfield Financial Advisors, LTD Sold out -700,688-700.7k

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Strategic Investment Solutions, Inc. /IL 0.01% of their portfolio ORLAND PARK, IL 50,17250.2k $50.2k $50.2k 0.01% New