Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
-
Total 13F shares
-
140,549,886
-
Share change
-
+1,954,682
-
Total reported value
-
$140,547,047
-
Price per share
-
$1.00
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Number of holders
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19
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Value change
-
+$1,952,976
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Number of buys
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14
-
Number of sells
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8
Institutional Holders of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q2 2025
As of 30 Jun 2025 SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF had 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 140,549,886 shares of stock of the company.
Largest 10 holders included Jackson Wealth Management, LLC, STONEBRIDGE CAPITAL MANAGEMENT INC, Redwood Wealth Management Group, LLC, Fairfield Financial Advisors, LTD, Financial Gravity Companies, Inc., Game Plan Financial Advisors, LLC, Trivant Custom Portfolio Group, LLC, Westside Investment Management, Inc., Dale Q Rice Investment Management Ltd, and PSI Advisors, LLC.
This table shows 19 institutional shareholders of the security as of 30 Jun 2025.
| 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.