Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / MMN
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
44,595,911
-
Shares change
-
-37,740,263
-
Total reported value, excl. options
-
$44,595,801
-
Value change
-
-$37,739,312
-
Number of buys
-
3
-
Number of sells
-
-6
-
Price
-
$1.00
Significant Holders of SCHWAB PRIME ADVANTAGE MONEY ULTRA - MMN as of Q1 2024
9 filings reported holding 808515696 - SCHWAB PRIME ADVANTAGE MONEY ULTRA - MMN as of Q1 2024.
SCHWAB PRIME ADVANTAGE MONEY ULTRA - MMN has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 44,595,911 shares
.
Largest 9 shareholders include BRYN MAWR TRUST Co (22,675,265 shares), Jackson Wealth Management, LLC (6,422,110 shares), Blueprint Investment Partners LLC (4,424,002 shares), ENCOMPASS WEALTH ADVISORS, LLC (4,050,022 shares), KANAWHA CAPITAL MANAGEMENT LLC (3,193,096 shares), TUCKER ASSET MANAGEMENT LLC (3,049,331 shares), Westside Investment Management, Inc. (782,085 shares), DIVIDEND ASSETS CAPITAL, LLC (0 shares), and Main Street Group, 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.