SWWXX:NASDAQ
Schwab AMT Tax-Free Money Fund™ - Investor Shares – SWWXX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 1.00 | 0.00 (0.00%) | 1.00 - 1.00 | -- |
Market data as of 12:00AM 04/11/25. Quotes are delayed by at least 15 min.
Overview - SWWXX
The investment seeks the highest current income exempt from federal income tax that is consistent with stability of capital and liquidity.
The fund invests in money market securities from states and municipal agencies around the country and from U.S. territories and possessions. It will invest at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in municipal money market securities whose interest is exempt from federal income tax, including the federal alternative minimum tax (AMT). The fund may invest more than 25% of its total assets in municipal securities financing similar projects.
Growth of $10,000 (10 Years)
| Total Return | 0.92% |
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| Yield (Trailing 12 Mo.) | 2.99% |
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| Expense Ratio | 0.38% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $0.00 |
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| Management Tenure | 19 Years |
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| Fund Inception | 11/06/2006 |
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Trailing Total Returns - SWWXX
as of 03/31/2025
| Timeframe | SWWXX | S&P 500 | Money Market-Tax-Free |
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| 1 Month | 0.21% | -5.63% | 0.21% |
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| 3 Month | 0.57% | -4.27% | 0.56% |
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| Year-to-Date | 0.57% | -4.27% | 0.56% |
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| 1 Year | 2.89% | 8.25% | 2.85% |
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| 3 Year | 2.52% | 9.06% | 2.49% |
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| 5 Year | 1.52% | 18.59% | 1.50% |
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| 10 Year | 1.09% | 12.50% | 1.06% |
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| Since Inception | 0.92% | 10.98% | -- |
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Sector Allocation - SWWXX
as of 03/31/2025
| Basic Materials | | -- |
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| Consumer Cyclical | | -- |
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| Financial Services | | -- |
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| Real Estate | | -- |
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| Consumer Defensive | | -- |
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| Healthcare | | -- |
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| Utilities | | -- |
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| Communication Services | | -- |
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| Energy | | -- |
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| Industrials | | -- |
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| Technology | | -- |
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Asset Allocation - SWWXX
as of 03/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 0.00 | 0.00 |
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| Bond | -- | | | 83.58 | 83.58 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 0.00 | 0.00 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 83.58 | 83.58 |
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| Cash | -- | | | 16.42 | 16.42 |
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| Total Net Assets | $3.61B |
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| Total Stock Holdings | 0 |
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| Total Bond Holdings | 458 |
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Top Ten Holdings - SWWXX
as of 03/31/2025
| Company | YTD Return | % of Assets |
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| NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 3.71% | -- | 1.92% |
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| NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 3.68% | -- | 1.50% |
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| NUVEEN AMT-FREE MUN CR INCOME FD 3.69% | -- | 1.50% |
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| NUVEEN AMT-FREE MUN CR INCOME FD 3.65% | -- | 1.40% |
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| HARRIS CNTY TEX CULTURAL ED FACS FIN CORP REV IAM COML PAPER 3/A2 SER C-1 4 | -- | 1.35% |
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| ROCHESTER MINN HEALTH CARE FACS REV 3.66% | -- | 1.34% |
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| JOHNSON CITY TENN HEALTH & EDL FACS BRD HOSP REV 4.18% | -- | 1.10% |
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| ROCHESTER MINN HEALTH CARE FACS REV 3.6% | -- | 1.09% |
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| MOBILE CNTY ALA INDL DEV AUTH REV 3.7% | -- | 1.04% |
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| NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 3.71% | -- | 0.97% |
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Valuation & Growth - SWWXX
as of 03/31/2025
| Valuation | SWWXX | Category Range |
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| Price/Earnings | -- | |
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| Price/Book | -- | |
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| Price/Sales | -- | |
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| Price/Cash Flow | -- | |
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| Dividend Yield | | |
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| LT Earnings | | |
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| Historical Earnings | | |
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| Sales Growth | | |
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| Cash-Flow Growth | | |
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| Book-Value Growth | | |
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