SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF

CUSIP: 808515605

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / SCHWAB NON-SWEEP MMF
Total 13F shares
70,930,026
Share change
+13,751,917
Total reported value
$70,930,095
Price per share
$1.00
Number of holders
11
Value change
+$13,751,965
Number of buys
8
Number of sells
4

Quarterly Holders Quick Answers

What is CUSIP 808515605?
CUSIP 808515605 identifies 808515605 - SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q2 2023

As of 30 Jun 2023, SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF was held by 11 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 70,930,026 shares. The largest 10 holders included Jackson Wealth Management, LLC, DIVIDEND ASSETS CAPITAL, LLC, Strategic Investment Solutions, Inc. /IL, Fairfield Financial Advisors, LTD, STONEBRIDGE CAPITAL MANAGEMENT INC, CHESAPEAKE ASSET MANAGEMENT LLC, TWIN CAPITAL MANAGEMENT INC, PSI Advisors, LLC, DCM Advisors, LLC, and RE Dickinson Investment Advisors, LLC. This page lists 12 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
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.