Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
14.8M
-
Shares change
-
-30.7M
-
Total reported value, excl. options
-
$14.8M
-
Value change
-
-$30.7M
-
Number of buys
-
2
-
Number of sells
-
-6
-
Price
-
$1.00
Significant Holders of SCHWAB TREASURY OBLIG MONEY INV - SCHWAB NON-SWEEP MMF as of Q4 2024
10 filings reported holding 808515621 - SCHWAB TREASURY OBLIG MONEY INV - SCHWAB NON-SWEEP MMF as of Q4 2024.
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 14.8M shares
.
Largest 10 shareholders include Financially Speaking Inc (10.4M shares), STONEBRIDGE CAPITAL MANAGEMENT INC (1.77M shares), Jackson Wealth Management, LLC (1.17M shares), Anderson Financial Strategies, LLC (923K shares), Main Management LLC (525K shares), TWIN CAPITAL MANAGEMENT INC (81.9K shares), Fairfield Financial Advisors, LTD (3.7K shares), RFP Financial Group LLC (0 shares), KANAWHA CAPITAL MANAGEMENT LLC (0 shares), and MFA WEALTH ADVISORS, 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.