Congress Holdings

Most held

SWKXX

Schwab California Municipal Money Fund - Investor Shares

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Scott H. Peters CA-50 Spouse Schwab California Municipal Money Fund - Investor Shares (SWKXX) MF $100,001 - $250,000 August 12, 2026
filing 10076386, p. 7
Scott H. Peters CA-50 Member Schwab California Municipal Money Fund - Investor Shares (SWKXX) MF $100,001 - $250,000 August 12, 2026
filing 10076386, p. 7

How the count is made: see Most held.