Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / SCHWAB NON-SWEEP MMF
-
Total 13F shares
-
116,322,954
-
Share change
-
+1,122,132
-
Total reported value
-
$116,275,683
-
Price per share
-
$1.00
-
Number of holders
-
21
-
Value change
-
+$1,076,492
-
Number of buys
-
14
-
Number of sells
-
9
Institutional Holders of SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF as of Q3 2025
As of 30 Sep 2025,
SCHWAB PRIME ADVANTAGE MONEY INVESTOR - SCHWAB NON-SWEEP MMF was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
116,322,954 shares.
The largest 10 holders included
Jackson Wealth Management, LLC, Redwood Wealth Management Group, LLC, Fairfield Financial Advisors, LTD, Kohmann Bosshard Financial Services, LLC, Game Plan Financial Advisors, LLC, Trivant Custom Portfolio Group, LLC, Westside Investment Management, Inc., Vermillion Wealth Management, Inc., Main Management LLC, and Financial Gravity Asset Management, Inc..
This page lists
21
institutional shareholders reporting positions in this security
for the Q3 2025 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.