SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / SCHWAB NON-SWEEP MMF
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
116,322,954
Holdings value
$116,275,683
% of all portfolios
0%
Number of holders
21
Number of buys
14
Number of sells
-9
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 116,322,954 $116,275,683 +$1,076,751 $1 21
2025 Q2 140,549,886 $140,547,047 +$1,952,976 $1 19
2025 Q1 138,448,944 $138,448,432 +$30,210,993 $1 15
2024 Q4 124,235,118 $124,235,427 -$76,859,530 $1 18
2024 Q3 198,580,300 $198,579,989 +$99,588,928 $1 16
2024 Q2 98,757,003 $98,756,705 -$13,380,998 $1 14
2024 Q1 82,799,022 $82,800,011 -$12,986,265 $1 15
2023 Q4 125,123,982 $125,125,061 +$23,821,046 $1 18
2023 Q3 77,681,405 $77,682,182 +$6,751,771 $1 14
2023 Q2 70,930,026 $70,930,095 +$13,751,965 $1 11
2023 Q1 57,178,109 $57,177,732 +$20,369,160 $1 7
2022 Q4 32,068,956 $32,068,924 +$14,438,401 $1 8
2022 Q3 16,997,216 $16,997,048 +$3,224,576 $1 5
2022 Q2 13,772,620 $13,771,896 -$2,064,854 $1 3
2022 Q1 15,837,530 $15,837,246 -$674,056 $1 3
2021 Q4 14,493,449 $14,493,000 -$2,465,679 $0.9997 3
2021 Q3 16,958,972 $16,959,000 -$1,002,742 $0.9999 5
2021 Q2 17,961,404 $17,962,000 -$1,661,590 $1 4
2021 Q1 19,621,640 $19,622,000 -$5,338,201 $1 4
2020 Q4 24,959,932 $24,960,000 +$12,985,821 $1 4
2020 Q3 11,949,340 $11,949,000 +$1,053,077 $1 4
2020 Q2 10,156,283 $10,157,000 +$3,288,978 $1 3
2020 Q1 6,867,599 $6,867,000 -$5,623,936 $0.9999 3
2019 Q4 12,491,829 $12,491,100 -$10,818,308 $0.9999 5
2019 Q3 23,310,620 $23,310,000 +$3,176,172 $1 5
2019 Q2 20,134,158 $20,134,000 +$15,421,284 $1 4
2019 Q1 4,712,760 $4,713,000 -$4,655,041 $1 2
2018 Q4 9,367,486 $9,368,000 +$3,631,415 $1 4
2018 Q3 4,270,515 $4,271,000 +$2,538,444 $1 3
2018 Q2 1,732,443 $1,732,000 -$10,854,000 $0.9997 1
2018 Q1 12,585,807 $12,586,000 +$530,843 $0.9913 2
2017 Q4 12,054,982 $12,055,000 +$3,244,654 $0.9926 2
2017 Q3 8,810,388 $8,810,000 +$2,209,938 $0.9941 2
2017 Q2 6,600,547 $6,600,000 -$174,266 $0.998 2
2017 Q1 6,774,720 $6,775,000 +$1,483,520 $1 1
2016 Q4 5,291,261 $5,291,000 -$663,317 $1 1
2016 Q3 5,955,449 $5,955,000 -$1,294,977 $1 3
2016 Q2 7,249,433 $7,249,000 +$414,913 $0.9999 1
2016 Q1 6,834,495 $6,834,000 +$1,377,250 $0.9999 1
2015 Q4 5,457,145 $5,457,000 -$1,150,036 $1 1
2015 Q3 6,607,211 $6,607,000 +$355,626 $1 2
2015 Q2 6,251,573 $6,252,000 +$233,450 $1 2
2015 Q1 6,018,545 $6,018,000 -$589,908 $1 3
2014 Q4 6,609,091 $6,609,000 +$1,245,781 $0.9999 3
2014 Q3 5,363,048 $5,363,000 -$133,679 $1 2
2014 Q2 5,497,080 $5,496,000 -$189,769 $0.9988 3
2014 Q1 5,686,862 $5,687,000 -$1,157,648 $1 3