CUSIP 808508105
SCHWAB MUNICIPAL MONEY INV
12 institutions · $6.3M total · 6,252,593 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | 1,954,239 | $2.0M | 31.25% | 2025-12-31 |
| 2 | KANAWHA CAPITAL MANAGEMENT LLC | 1,624,185 | $1.6M | 25.97% | 2024-09-30 |
| 3 | Vermillion Wealth Management, Inc. | 1,261,086 | $1.3M | 20.16% | 2025-09-30 |
| 4 | Fairfield Financial Advisors, LTD | 700,688 | $700.7K | 11.20% | 2024-09-30 |
| 5 | Jackson Wealth Management, LLC | 221,989 | $222.0K | 3.55% | 2024-12-31 |
| 6 | Kohmann Bosshard Financial Services, LLC | 200,000 | $200.0K | 3.19% | 2025-12-31 |
| 7 | Game Plan Financial Advisors, LLC | 95,160 | $95.2K | 1.52% | 2024-03-31 |
| 8 | Garton & Associates Financial Advisors LLC | 90,506 | $90.5K | 1.44% | 2025-12-31 |
| 9 | Strategic Investment Solutions, Inc. /IL | 50,418 | $50.4K | 0.80% | 2023-09-30 |
| 10 | Trivant Custom Portfolio Group, LLC | 27,000 | $27.0K | 0.43% | 2025-09-30 |
| 11 | RFP Financial Group LLC | 20,550 | $20.6K | 0.32% | 2025-06-30 |
| 12 | Hurley Capital, LLC | 6,772 | $6.8K | 0.10% | 2025-09-30 |