As of 30 Sep 2025, 8 institutional investors reported holding 28,615,633 shares of Charles Schwab Family Of Funds TREAS OB MNY INV - COM.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,150,304 | $1,150,000 | -$2,401,456 | $1.00 | 1 |
| 2025 Q3 | 28,615,633 | $28,615,837 | -$33,234,241 | $1.00 | 8 |
| 2025 Q2 | 64,183,018 | $64,182,862 | -$20,429,861 | $1.00 | 7 |
| 2025 Q1 | 84,612,940 | $84,613,223 | +$65,841,481 | $1.00 | 7 |
| 2024 Q4 | 14,843,949 | $14,843,255 | -$30,705,286 | $1.00 | 7 |
| 2024 Q3 | 34,252,714 | $34,253,185 | +$1,731,381 | $1.00 | 8 |
| 2024 Q2 | 32,521,652 | $32,522,485 | +$254,894 | $1.00 | 8 |
| 2024 Q1 | 32,024,384 | $32,023,879 | +$25,717,778 | $1.00 | 5 |
| 2023 Q4 | 6,547,270 | $6,547,403 | -$991,076 | $1.00 | 7 |
| 2023 Q3 | 4,161,774 | $4,161,936 | +$2,938,232 | $1.00 | 6 |
| 2023 Q2 | 1,223,296 | $1,223,156 | -$9,612,453 | $1.00 | 5 |
| 2023 Q1 | 8,950,056 | $10,835,869 | +$2,127,679 | $1.00 | 6 |
| 2022 Q4 | 853,384 | $2,936,000 | +$616,000 | $500.50 | 2 |
| 2022 Q3 | 2,320 | $2,320,000 | +$2,320,000 | $1000.00 | 1 |
| 2021 Q1 | 0 | $0 | -$479,000 | $1.00 | 0 |
| 2020 Q4 | 478,512 | $479,000 | +$319,000 | $1.00 | 2 |
| 2020 Q3 | 160,000 | $160,000 | $1.00 | 1 | |
| 2020 Q2 | 160,000 | $160,000 | +$100,000 | $1.00 | 1 |
| 2020 Q1 | 60,000 | $60,000 | $1.00 | 1 | |
| 2019 Q4 | 60,000 | $60,000 | -$72,000 | $1.00 | 1 |
| 2019 Q3 | 132,591 | $132,000 | +$132,000 | $0.99 | 2 |
| 2019 Q1 | 0 | $0 | -$442,000 | $1.00 | 0 |
| 2018 Q4 | 442,000 | $442,000 | $1.00 | 1 | |
| 2018 Q2 | 0 | $0 | -$2,370,000 | $1.00 | 0 |
| 2018 Q1 | 2,370,000 | $2,370,000 | -$205,000 | $1.00 | 1 |
| 2017 Q4 | 2,575,000 | $2,575,000 | +$1,921,000 | $1.00 | 1 |
| 2017 Q3 | 654,000 | $654,000 | +$429,000 | $1.00 | 1 |
| 2017 Q2 | 225,000 | $225,000 | -$174,802 | $1.00 | 1 |
| 2017 Q1 | 399,802 | $400,000 | $1.00 | 1 | |
| 2016 Q4 | 399,802 | $400,000 | $1.00 | 1 | |
| 2016 Q3 | 399,802 | $400,000 | $1.00 | 1 | |
| 2016 Q2 | 399,802 | $400,000 | $1.00 | 1 | |
| 2016 Q1 | 399,802 | $400,000 | $1.00 | 1 | |
| 2015 Q4 | 399,802 | $400,000 | $1.00 | 1 | |
| 2015 Q3 | 399,802 | $400,000 | -$200,297 | $1.00 | 1 |
| 2015 Q2 | 600,000 | $600,000 | -$100,000 | $1.00 | 1 |
| 2015 Q1 | 700,000 | $700,000 | -$100,000 | $1.00 | 1 |
| 2014 Q4 | 800,000 | $800,000 | $1.00 | 1 | |
| 2014 Q3 | 800,000 | $800,000 | $1.00 | 1 | |
| 2014 Q2 | 800,000 | $800,000 | $1.00 | 1 | |
| 2014 Q1 | 800,000 | $800,000 | $1.00 | 1 |