Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
-
Total 13F shares
-
114,329,880
-
Share change
-
-13,036,675
-
Total reported value
-
$114,518,892
-
Price per share
-
$1.00
-
Number of holders
-
17
-
Value change
-
-$13,035,424
-
Number of buys
-
9
-
Number of sells
-
14
Institutional Holders of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q4 2025
As of 31 Dec 2025,
SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
114,329,880 shares.
The largest 10 holders included
Jackson Wealth Management, LLC, Redwood Wealth Management Group, LLC, Game Plan Financial Advisors, LLC, Garton & Associates Financial Advisors LLC, Coastwise Capital Group, LLC, Kohmann Bosshard Financial Services, LLC, Westside Investment Management, Inc., Main Management LLC, Fortune Financial Group, Inc., and Financial Gravity Asset Management, Inc..
This page lists
17
institutional shareholders reporting positions in this security
for the Q4 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.