As of 30 Sep 2025, 21 institutional investors reported holding 116,322,954 shares of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 60,523,421 | $60,523,142 | -$1,890,053 | $1.00 | 3 |
| 2025 Q3 | 116,322,954 | $116,275,683 | +$1,076,751 | $1.00 | 21 |
| 2025 Q2 | 140,549,886 | $140,547,047 | +$1,952,976 | $1.00 | 19 |
| 2025 Q1 | 138,448,944 | $138,448,432 | +$30,210,993 | $1.00 | 15 |
| 2024 Q4 | 124,235,118 | $124,235,427 | -$76,859,530 | $1.00 | 18 |
| 2024 Q3 | 198,580,300 | $198,579,989 | +$99,588,928 | $1.00 | 16 |
| 2024 Q2 | 98,757,003 | $98,756,705 | -$13,380,998 | $1.00 | 14 |
| 2024 Q1 | 82,799,022 | $82,800,011 | -$12,986,265 | $1.00 | 15 |
| 2023 Q4 | 125,123,982 | $125,125,061 | +$23,821,046 | $1.00 | 18 |
| 2023 Q3 | 77,681,405 | $77,682,182 | +$6,751,771 | $1.00 | 14 |
| 2023 Q2 | 70,930,026 | $70,930,095 | +$13,751,965 | $1.00 | 11 |
| 2023 Q1 | 57,178,109 | $57,177,732 | +$20,369,160 | $1.00 | 7 |
| 2022 Q4 | 32,068,956 | $32,068,924 | +$14,438,401 | $1.00 | 8 |
| 2022 Q3 | 16,997,216 | $16,997,048 | +$3,224,576 | $1.00 | 5 |
| 2022 Q2 | 13,772,620 | $13,771,896 | -$2,064,854 | $1.00 | 3 |
| 2022 Q1 | 15,837,530 | $15,837,246 | -$674,056 | $1.00 | 3 |
| 2021 Q4 | 14,493,449 | $14,493,000 | -$2,465,679 | $1.00 | 3 |
| 2021 Q3 | 16,958,972 | $16,959,000 | -$1,002,742 | $1.00 | 5 |
| 2021 Q2 | 17,961,404 | $17,962,000 | -$1,661,590 | $1.00 | 4 |
| 2021 Q1 | 19,621,640 | $19,622,000 | -$5,338,201 | $1.00 | 4 |
| 2020 Q4 | 24,959,932 | $24,960,000 | +$12,985,821 | $1.00 | 4 |
| 2020 Q3 | 11,949,340 | $11,949,000 | +$1,053,077 | $1.00 | 4 |
| 2020 Q2 | 10,156,283 | $10,157,000 | +$3,288,978 | $1.00 | 3 |
| 2020 Q1 | 6,867,599 | $6,867,000 | -$5,623,936 | $1.00 | 3 |
| 2019 Q4 | 12,491,829 | $12,491,100 | -$10,818,308 | $1.00 | 5 |
| 2019 Q3 | 23,310,620 | $23,310,000 | +$3,176,172 | $1.00 | 5 |
| 2019 Q2 | 20,134,158 | $20,134,000 | +$15,421,284 | $1.00 | 4 |
| 2019 Q1 | 4,712,760 | $4,713,000 | -$4,655,041 | $1.00 | 2 |
| 2018 Q4 | 9,367,486 | $9,368,000 | +$3,631,415 | $1.00 | 4 |
| 2018 Q3 | 4,270,515 | $4,271,000 | +$2,538,444 | $1.00 | 3 |
| 2018 Q2 | 1,732,443 | $1,732,000 | -$10,854,000 | $1.00 | 1 |
| 2018 Q1 | 12,585,807 | $12,586,000 | +$530,843 | $0.99 | 2 |
| 2017 Q4 | 12,054,982 | $12,055,000 | +$3,244,654 | $0.99 | 2 |
| 2017 Q3 | 8,810,388 | $8,810,000 | +$2,209,938 | $0.99 | 2 |
| 2017 Q2 | 6,600,547 | $6,600,000 | -$174,266 | $1.00 | 2 |
| 2017 Q1 | 6,774,720 | $6,775,000 | +$1,483,520 | $1.00 | 1 |
| 2016 Q4 | 5,291,261 | $5,291,000 | -$663,317 | $1.00 | 1 |
| 2016 Q3 | 5,955,449 | $5,955,000 | -$1,294,977 | $1.00 | 3 |
| 2016 Q2 | 7,249,433 | $7,249,000 | +$414,913 | $1.00 | 1 |
| 2016 Q1 | 6,834,495 | $6,834,000 | +$1,377,250 | $1.00 | 1 |
| 2015 Q4 | 5,457,145 | $5,457,000 | -$1,150,036 | $1.00 | 1 |
| 2015 Q3 | 6,607,211 | $6,607,000 | +$355,626 | $1.00 | 2 |
| 2015 Q2 | 6,251,573 | $6,252,000 | +$233,450 | $1.00 | 2 |
| 2015 Q1 | 6,018,545 | $6,018,000 | -$589,908 | $1.00 | 3 |
| 2014 Q4 | 6,609,091 | $6,609,000 | +$1,245,781 | $1.00 | 3 |
| 2014 Q3 | 5,363,048 | $5,363,000 | -$133,679 | $1.00 | 2 |
| 2014 Q2 | 5,497,080 | $5,496,000 | -$189,769 | $1.00 | 3 |
| 2014 Q1 | 5,686,862 | $5,687,000 | -$1,157,648 | $1.00 | 3 |