Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MMN
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
14,523,245
-
Shares change
-
-34,932,440
-
Total reported value, excl. options
-
$14,523,456
-
Value change
-
-$34,932,667
-
Number of buys
-
1
-
Number of sells
-
-8
-
Price
-
$1.00
Significant Holders of SCHWAB PRIME ADVANTAGE MONEY ULTRA - MMN as of Q4 2024
10 filings reported holding 808515696 - SCHWAB PRIME ADVANTAGE MONEY ULTRA - MMN as of Q4 2024.
SCHWAB PRIME ADVANTAGE MONEY ULTRA - MMN has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14,523,245 shares
.
Largest 10 shareholders include Redwood Wealth Management Group, LLC (4,102,299 shares), Jackson Wealth Management, LLC (4,010,789 shares), TUCKER ASSET MANAGEMENT LLC (2,867,156 shares), Fairfield Financial Advisors, LTD (2,004,120 shares), Anderson Financial Strategies, LLC (1,036,796 shares), Westside Investment Management, Inc. (502,085 shares), KANAWHA CAPITAL MANAGEMENT LLC (0 shares), ENCOMPASS WEALTH ADVISORS, LLC (0 shares), KIRTLAND HILLS CAPITAL MANAGEMENT, LLC (0 shares), and MFA WEALTH ADVISORS, LLC (0 shares).
This table shows the top 6 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.