Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
-
Total 13F shares
-
72,964,007
-
Share change
-
+21,487,769
-
Total reported value
-
$72,964,784
-
Price per share
-
$1.00
-
Number of holders
-
13
-
Value change
-
+$21,488,106
-
Number of buys
-
12
-
Number of sells
-
2
Institutional Holders of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q3 2023
As of 30 Sep 2023,
SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
72,964,007 shares.
The largest 10 holders included
Jackson Wealth Management, LLC, DIVIDEND ASSETS CAPITAL, LLC, Fairfield Financial Advisors, LTD, TUCKER ASSET MANAGEMENT LLC, ORG Partners LLC, M Holdings Securities, Inc., STONEBRIDGE CAPITAL MANAGEMENT INC, Windham Capital Management, LLC, SHAPIRO CAPITAL MANAGEMENT LLC, and TWIN CAPITAL MANAGEMENT INC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| 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.