SCHWAB TREASURY OBLIG MONEY ULTRA - SCHWAB NON-SWEEP MMF Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2022 to Q3 2025

Type / Class
Equity / SCHWAB NON-SWEEP MMF
Price per share
$1.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
15,355,649
Total reported value
$15,355,196
% of total 13F portfolios
0%
Share change
+6,609,511
Value change
+$6,609,444
Number of holders
6
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 6 institutional investors reported holding 15,355,649 shares of SCHWAB TREASURY OBLIG MONEY ULTRA - SCHWAB NON-SWEEP MMF.

Institutional Holders of SCHWAB TREASURY OBLIG MONEY ULTRA - SCHWAB NON-SWEEP MMF across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 15,355,649 $15,355,196 +$6,609,444 $1.00 6
2025 Q2 9,746,253 $9,746,374 -$400,649 $1.00 4
2025 Q1 10,146,903 $10,147,152 +$1,113,655 $1.00 4
2024 Q4 3,931,220 $3,930,824 -$28,374,468 $1.00 2
2024 Q3 29,623,870 $29,624,035 +$23,534,327 $1.00 3
2024 Q2 6,089,233 $6,089,916 +$1,300,834 $1.00 3
2024 Q1 4,788,690 $4,789,000 +$3,415,061 $1.00 2
2023 Q4 1,374,266 $1,374,000 +$501,024 $1.00 2
2023 Q3 873,142 $873,000 +$150,986 $1.00 2
2023 Q2 721,642 $722,000 -$4,383,096 $1.00 1
2023 Q1 5,103,246 $5,103,377 +$1,397,377 $1.00 2
2022 Q4 3,705,869 $3,706,000 +$3,705,869 $1.00 1