CUSIP 808515753
SCHWAB MUNICIPAL MONEY ULTRA
5 institutions · $37.8M total · 37,839,311 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 24,793,268 | $24.8M | 65.52% | 2025-12-31 |
| 2 | Westside Investment Management, Inc. | 7,989,857 | $8.0M | 21.11% | 2025-12-31 |
| 3 | TUCKER ASSET MANAGEMENT LLC | 2,055,064 | $2.1M | 5.43% | 2023-12-31 |
| 4 | Fairfield Financial Advisors, LTD | 2,001,119 | $2.0M | 5.28% | 2024-09-30 |
| 5 | Kohmann Bosshard Financial Services, LLC | 1,000,003 | $1.0M | 2.64% | 2025-12-31 |