Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
19,621,640
-
Shares change
-
-5,338,292
-
Total reported value, excl. options
-
$19,622,000
-
Value change
-
-$5,338,201
-
Number of buys
-
2
-
Number of sells
-
-3
-
Price
-
$1
Significant Holders of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q1 2021
5 filings reported holding 808515605 - SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q1 2021.
SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 19,621,640 shares
.
Largest 5 shareholders include DIVIDEND ASSETS CAPITAL, LLC (17,940,780 shares), ENCOMPASS WEALTH ADVISORS, LLC (859,018 shares), TOCQUEVILLE ASSET MANAGEMENT L.P. (796,739 shares), True Link Financial Advisors, LLC (25,103 shares), and LOGAN CAPITAL MANAGEMENT INC (0 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.