Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
-
Total 13F shares
-
124,235,118
-
Share change
-
-76,857,945
-
Total reported value
-
$124,235,427
-
Price per share
-
$1.00
-
Number of holders
-
18
-
Value change
-
-$76,859,263
-
Number of buys
-
7
-
Number of sells
-
10
Institutional Holders of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q4 2024
As of 31 Dec 2024,
SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
124,235,118 shares.
The largest 10 holders included
Jackson Wealth Management, LLC, Redwood Wealth Management Group, LLC, STONEBRIDGE CAPITAL MANAGEMENT INC, TUCKER ASSET MANAGEMENT LLC, Financial Gravity Companies, Inc., Fairfield Financial Advisors, LTD, Game Plan Financial Advisors, LLC, Anderson Financial Strategies, LLC, TWIN CAPITAL MANAGEMENT INC, and Dale Q Rice Investment Management Ltd.
This page lists
18
institutional shareholders reporting positions in this security
for the Q4 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.