Q1 2023 13F Holders as of 31 Mar 2023
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Type / Class
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Equity / SCHWAB NON-SWEEP MMF
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Number of holders
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5
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Total 13F shares, excl. options
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6,551,612
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Shares change
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+1,130,826
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Total reported value, excl. options
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$6,551,385
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Value change
-
+$1,130,826
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Number of buys
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3
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Price
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$1.00
Institutional Holders of SCHWAB US TREASURY MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q1 2023
As of 31 Mar 2023 SCHWAB US TREASURY MONEY INVESTOR - SCHWAB NON-SWEEP MMF had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 6,551,612 shares of stock of the company.
Largest 5 holders included DIVIDEND ASSETS CAPITAL, LLC, ORG Partners LLC, RNC CAPITAL MANAGEMENT LLC, Strategic Investment Solutions, Inc. /IL, and Fairfield Financial Advisors, LTD.
This table shows 5 institutional shareholders of the security as of 31 Mar 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.