Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
-
Total 13F shares
-
6,547,270
-
Share change
-
-990,967
-
Total reported value
-
$6,547,403
-
Price per share
-
$1.00
-
Number of holders
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7
-
Value change
-
-$991,076
-
Number of buys
-
4
-
Number of sells
-
3
Institutional Holders of SCHWAB TREASURY OBLIG MONEY INV - SCHWAB NON-SWEEP MMF as of Q4 2023
As of 31 Dec 2023 SCHWAB TREASURY OBLIG MONEY INV - SCHWAB NON-SWEEP MMF had 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 6,547,270 shares of stock of the company.
Largest 7 holders included Main Street Group, LTD, Jackson Wealth Management, LLC, DIVIDEND ASSETS CAPITAL, LLC, RFP Financial Group LLC, Strategic Investment Solutions, Inc. /IL, Fairfield Financial Advisors, LTD, and TWIN CAPITAL MANAGEMENT INC.
This table shows 7 institutional shareholders of the security as of 31 Dec 2023.
| 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.