SWOXX · Insider trading · 13F holders · Congress trades
Schwab Municipal Money Ultra (SWOXX)
Who is buying and selling SWOXX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 1
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SWOXX at a glance
- No open-market insider purchases or sales of SWOXX were filed in the last 90 days.
- 1 13F filer hold SWOXX among their 50 largest positions, worth $7.0M combined. The biggest bets by portfolio weight are Westside Investment Management, Inc. (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in SWOXX.
SWOXX insider trading
No open-market insider purchases or sales of SWOXX were filed in the last 90 days.
Who owns SWOXX? Hedge funds and superinvestors
1 13F filer hold SWOXX among their 50 largest positions, worth $7.0M combined. The biggest bets by portfolio weight are Westside Investment Management, Inc. (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Westside Investment Management, Inc.Wealth manager | 0.9% | $7.0M | 6,974,857 | +28.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q2 2026: 1). Screen SWOXX in the grand portfolio →
SWOXX stock trades by members of Congress
No member of Congress has disclosed a trade in SWOXX.
SWOXX questions and answers
Are insiders buying SWOXX stock?
No open-market insider purchases or sales of SWOXX were filed in the last 90 days.
Which hedge funds own SWOXX?
1 13F filer hold SWOXX among their 50 largest positions, worth $7.0M combined. The biggest bets by portfolio weight are Westside Investment Management, Inc. (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded SWOXX?
No member of Congress has disclosed a trade in SWOXX.
Who is the largest holder of SWOXX?
Among 13F filers, Westside Investment Management, Inc. reports the largest SWOXX position, $7.0M (6,974,857 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Westside Investment Management, Inc.'s: 0.9% of its portfolio.
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