Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
14,843,949
-
Share change
-
-30,705,420
-
Total reported value
-
$14,843,255
-
Price per share
-
$1.00
-
Number of holders
-
7
-
Value change
-
-$30,705,257
-
Number of buys
-
2
-
Number of sells
-
6
Institutional Holders of Charles Schwab Family Of Funds TREAS OB MNY INV - COM as of Q4 2024
As of 31 Dec 2024,
Charles Schwab Family Of Funds TREAS OB MNY INV - COM was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,843,949 shares.
The largest 7 holders included
Financially Speaking Inc, STONEBRIDGE CAPITAL MANAGEMENT INC, Jackson Wealth Management, LLC, Anderson Financial Strategies, LLC, Main Management LLC, TWIN CAPITAL MANAGEMENT INC, and Fairfield Financial Advisors, LTD.
This page lists
7
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.