As of 30 Sep 2025, 21 institutional investors reported holding 116,322,954 shares of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 15,013 | $15,013 | +$15,013 | $1.00 | 1 |
| 2025 Q3 | 116,322,954 | $116,275,683 | +$1,076,492 | $1.00 | 21 |
| 2025 Q2 | 140,549,886 | $140,547,047 | +$1,953,014 | $1.00 | 19 |
| 2025 Q1 | 138,448,944 | $138,448,432 | +$30,211,147 | $1.00 | 15 |
| 2024 Q4 | 124,235,118 | $124,235,427 | -$76,859,263 | $1.00 | 18 |
| 2024 Q3 | 198,580,300 | $198,579,989 | +$99,589,202 | $1.00 | 16 |
| 2024 Q2 | 98,757,003 | $98,756,705 | -$13,380,654 | $1.00 | 14 |
| 2024 Q1 | 82,799,022 | $82,800,011 | -$12,985,831 | $1.00 | 15 |
| 2023 Q4 | 5,386,611 | $5,386,611 | +$669,213 | $1.00 | 1 |
| 2023 Q3 | 72,964,007 | $72,964,784 | +$21,488,106 | $1.00 | 13 |
| 2023 Q2 | 65,103,454 | $65,103,523 | +$14,319,308 | $1.00 | 10 |
| 2023 Q1 | 50,784,610 | $50,784,233 | -$3,763,004 | $1.00 | 6 |
| 2022 Q4 | 24,883,796 | $24,883,764 | +$11,484,526 | $1.00 | 7 |
| 2022 Q3 | 12,766,168 | $12,766,000 | +$695,413 | $1.00 | 4 |
| 2022 Q2 | 12,070,724 | $12,070,000 | -$1,748,560 | $1.00 | 2 |
| 2022 Q1 | 13,819,284 | $13,819,000 | -$674,055 | $1.00 | 2 |
| 2021 Q4 | 14,493,449 | $14,493,000 | -$2,465,693 | $1.00 | 3 |
| 2021 Q3 | 16,958,972 | $16,959,000 | -$1,002,728 | $1.00 | 5 |
| 2021 Q2 | 17,961,404 | $17,962,000 | -$1,661,582 | $1.00 | 4 |
| 2021 Q1 | 19,621,640 | $19,622,000 | -$5,338,087 | $1.00 | 4 |
| 2020 Q4 | 24,959,932 | $24,960,000 | +$12,986,050 | $1.00 | 4 |
| 2020 Q3 | 11,949,340 | $11,949,000 | +$1,053,049 | $1.00 | 4 |
| 2020 Q2 | 10,156,283 | $10,157,000 | +$3,289,020 | $1.00 | 3 |
| 2020 Q1 | 6,867,599 | $6,867,000 | -$4,975,616 | $1.00 | 3 |
| 2019 Q4 | 11,843,729 | $11,843,000 | -$11,466,768 | $1.00 | 4 |
| 2019 Q3 | 23,310,620 | $23,310,000 | +$6,641,450 | $1.00 | 5 |
| 2019 Q2 | 20,134,158 | $20,134,000 | +$1,087,257 | $1.00 | 4 |
| 2019 Q1 | 4,712,760 | $4,713,000 | -$4,654,986 | $1.00 | 2 |
| 2018 Q4 | 9,367,486 | $9,368,000 | +$3,631,508 | $1.00 | 4 |
| 2018 Q3 | 4,270,515 | $4,271,000 | +$2,538,411 | $1.00 | 3 |
| 2018 Q2 | 1,732,443 | $1,732,000 | -$10,853,636 | $1.00 | 1 |
| 2018 Q1 | 12,585,807 | $12,586,000 | +$530,824 | $0.99 | 2 |
| 2017 Q4 | 12,054,982 | $12,055,000 | +$3,244,593 | $0.99 | 2 |
| 2017 Q3 | 8,810,388 | $8,810,000 | +$2,209,994 | $0.99 | 2 |
| 2017 Q2 | 6,600,547 | $6,600,000 | -$174,259 | $1.00 | 2 |
| 2017 Q1 | 6,774,720 | $6,775,000 | +$1,483,459 | $1.00 | 1 |
| 2016 Q4 | 5,291,261 | $5,291,000 | -$663,330 | $1.00 | 1 |
| 2016 Q3 | 5,955,449 | $5,955,000 | -$1,295,018 | $1.00 | 3 |
| 2016 Q2 | 7,249,433 | $7,249,000 | +$414,897 | $1.00 | 1 |
| 2016 Q1 | 6,834,495 | $6,834,000 | +$1,377,212 | $1.00 | 1 |
| 2015 Q4 | 5,457,145 | $5,457,000 | -$1,150,066 | $1.00 | 1 |
| 2015 Q3 | 6,607,211 | $6,607,000 | +$355,638 | $1.00 | 2 |
| 2015 Q2 | 6,251,573 | $6,252,000 | +$233,454 | $1.00 | 2 |
| 2015 Q1 | 6,018,545 | $6,018,000 | -$589,924 | $1.00 | 3 |
| 2014 Q4 | 6,609,091 | $6,609,000 | +$1,245,743 | $1.00 | 3 |
| 2014 Q3 | 5,363,048 | $5,363,000 | -$133,673 | $1.00 | 2 |
| 2014 Q2 | 5,497,080 | $5,496,000 | -$189,763 | $1.00 | 3 |
| 2014 Q1 | 5,686,862 | $5,687,000 | -$1,157,619 | $1.00 | 3 |