Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
6,547,270
-
Shares change
-
-990,967
-
Total reported value, excl. options
-
$6,547,403
-
Value change
-
-$991,076
-
Number of buys
-
4
-
Number of sells
-
-3
-
Price
-
$1.00
Significant Holders of SCHWAB TREASURY OBLIG MONEY INV - SCHWAB NON-SWEEP MMF as of Q4 2023
8 filings reported holding 808515621 - SCHWAB TREASURY OBLIG MONEY INV - SCHWAB NON-SWEEP MMF as of Q4 2023.
SCHWAB TREASURY OBLIG MONEY INV - SCHWAB NON-SWEEP MMF has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,547,270 shares
.
Largest 8 shareholders include Main Street Group, LTD (3,376,463 shares), Jackson Wealth Management, LLC (2,102,714 shares), DIVIDEND ASSETS CAPITAL, LLC (452,153 shares), RFP Financial Group LLC (322,431 shares), Strategic Investment Solutions, Inc. /IL (138,821 shares), Fairfield Financial Advisors, LTD (101,871 shares), TWIN CAPITAL MANAGEMENT INC (52,817 shares), and ORG Partners LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.