Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
-
Total 13F shares
-
125,123,982
-
Share change
-
+23,821,254
-
Total reported value
-
$125,125,061
-
Price per share
-
$1.00
-
Number of holders
-
18
-
Value change
-
+$23,821,046
-
Number of buys
-
11
-
Number of sells
-
7
Institutional Holders of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q4 2023
As of 31 Dec 2023,
SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
125,123,982 shares.
The largest 10 holders included
Jackson Wealth Management, LLC, DIVIDEND ASSETS CAPITAL, LLC, Strategic Investment Solutions, Inc. /IL, Main Street Group, LTD, TUCKER ASSET MANAGEMENT LLC, Game Plan Financial Advisors, LLC, Fairfield Financial Advisors, LTD, STONEBRIDGE CAPITAL MANAGEMENT INC, Livelsberger Financial Advisory, and PSI Advisors, LLC.
This page lists
18
institutional shareholders reporting positions in this security
for the Q4 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.