Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
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Number of holders
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7
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Total 13F shares, excl. options
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84.6M
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Shares change
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+65.8M
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Total reported value, excl. options
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$84.6M
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Value change
-
+$65.8M
-
Number of buys
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5
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Number of sells
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-3
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Price
-
$1.00
Significant Holders of SCHWAB TREASURY OBLIG MONEY INV - SCHWAB NON-SWEEP MMF as of Q1 2025
9 filings reported holding 808515621 - SCHWAB TREASURY OBLIG MONEY INV - SCHWAB NON-SWEEP MMF as of Q1 2025.
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 84.6M shares
.
Largest 9 shareholders include Financially Speaking Inc (70.7M shares), Vermillion Wealth Management, Inc. (5.63M shares), eCIO, Inc. (3.93M shares), STONEBRIDGE CAPITAL MANAGEMENT INC (2.1M shares), Jackson Wealth Management, LLC (1.32M shares), TWIN CAPITAL MANAGEMENT INC (518K shares), Main Management LLC (422K shares), Anderson Financial Strategies, LLC (0 shares), and Fairfield Financial Advisors, LTD (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.