Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
-
Total 13F shares
-
82,799,022
-
Share change
-
-12,986,293
-
Total reported value
-
$82,800,011
-
Price per share
-
$1.00
-
Number of holders
-
15
-
Value change
-
-$12,985,831
-
Number of buys
-
10
-
Number of sells
-
8
Institutional Holders of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q1 2024
As of 31 Mar 2024,
SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
82,799,022 shares.
The largest 10 holders included
Jackson Wealth Management, LLC, KANAWHA CAPITAL MANAGEMENT LLC, TUCKER ASSET MANAGEMENT LLC, STONEBRIDGE CAPITAL MANAGEMENT INC, Blueprint Investment Partners LLC, Game Plan Financial Advisors, LLC, ITHAKA GROUP LLC, TWIN CAPITAL MANAGEMENT INC, Financial Gravity Asset Management, Inc., and PSI Advisors, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q1 2024 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.