Q1 2024 13F Holders as of 31 Mar 2024
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Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
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Number of holders
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15
-
Total 13F shares, excl. options
-
82,799,022
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Shares change
-
-12,986,293
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Total reported value, excl. options
-
$82,800,011
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Value change
-
-$12,986,265
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Number of buys
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10
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Number of sells
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8
-
Price
-
$1.00
Institutional Holders of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q1 2024
As of 31 Mar 2024 SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF had 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 82,799,022 shares of stock of the company.
Largest 10 holders included Jackson Wealth Management, LLC, KANAWHA CAPITAL MANAGEMENT LLC, TUCKER ASSET MANAGEMENT LLC, STONEBRIDGE CAPITAL MANAGEMENT INC, Blueprint Investment Partners LLC, Game Plan Financial Advisors, LLC, ITHAKA GROUP LLC, TWIN CAPITAL MANAGEMENT INC, Financial Gravity Asset Management, Inc., and PSI Advisors, LLC.
This table shows 20 institutional shareholders of the security as of 31 Mar 2024.
| 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.