Westside Investment Management, Inc. reported SCHWAB MUNICIPAL MONEY INV (SWTXX) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.67% in 2024 Q4. The latest visible filing shows SWTXX at 0.37% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westside Investment Management, Inc.'s position in SCHWAB MUNICIPAL MONEY INV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
SWTXX was reported at 0.37% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
These are the practical questions this page is built to answer before you even open the full history table.
Westside Investment Management, Inc. reported SWTXX across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.
The largest reported portfolio weight for SWTXX was 0.67% in 2024 Q4.
The most recent filing on this page is 2026 Q1, when Westside Investment Management, Inc. reported 2,412,470 shares, equal to 0.37% of portfolio, with an estimated market value of $2.4M.
The chart compares Westside Investment Management, Inc.'s quarterly SWTXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent SWTXX price moves, Westside Investment Management, Inc. correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on SWTXX relative to SPY over the holding period was -14.2%.