SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF

CUSIP: 808515605

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
Number of holders
19
Value change
+$1,952,976
Number of buys
14
Number of sells
8

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.

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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 was held by 19 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 140,549,886 shares. The 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 page lists 19 institutional shareholders reporting positions in this security for the Q2 2025 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.