SCHWAB MUNICIPAL MONEY INV - SWTXX

Historical Portfolio Holders from Q4 2018 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / SWTXX
Shares, excl. options Q2 2024
2.03M
Holdings value Q2 2024
$2.03M
Value change Q2 2024
+$383K
Grand Portfolio weight change Q2 2024
+0%
Number of holders
4
Number of buys Q2 2024
1
Number of sells Q2 2024
-1
Average buys Q2 2024 %
+0%
Average sells Q2 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 1.88M $1.88M +$291K $1.00 3
2024 Q2 2.03M $2.03M +$383K $1.00 4
2024 Q1 1.53M $1.54M +$1.41M $1.00 2
2023 Q4 244K $244K +$117K $1.00 3
2023 Q3 31.7K $31.7K -$101K $1.00 1
2023 Q2 133K $133K +$82.8K $1.00 2
2023 Q1 50.2K $50.2K +$50.2K $1.00 1
2022 Q4 0 $0 -$670K 0
2022 Q3 670K $670K +$670K $1.00 1
2021 Q2 0 $0 -$209K 0
2021 Q1 209K $209K +$209K $1.00 1
2019 Q1 0 $0 -$553K 0
2018 Q4 553K $553K $0 $1.00 1