SCHWAB AMT TAX-FREE MONE - SWWXX

Historical Portfolio Holders from Q4 2015 to Q1 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / SWWXX
Shares, excl. options Q1 2024
1.61 M
Holdings value Q1 2024
$1.61 M
Value change Q1 2024
+$1.61 M
Grand Portfolio weight change Q1 2024
+0%
Number of holders
1
Number of buys Q1 2024
1
Number of sells Q1 2024
0
Average buys Q1 2024 %
+0%
Average sells Q1 2024 %
0
CUSIP
808515688
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 1.61 M $1.61 M +$1.61 M $1.00 1
2023 Q3 48 K $48 K +$48 K $1.00 1
2023 Q1 1.26 M $1.26 M $0 $1.00 1
2016 Q4 201 K $201 K +$185 $1.00 1
2016 Q3 201 K $200 K +$55.80 $1.00 1
2016 Q2 201 K $201 K +$5.00 $1.00 1
2016 Q1 201 K $200 K +$3.98 $1.00 1
2015 Q4 201 K $201 K +$201 K $1.00 1