SCHWAB PRIME ADVANTAGE MONEY ULTRA - MMN Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2017 to Q4 2025

Type / Class
Equity / MMN
Price per share
$1.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
18,439,771
Total reported value
$18,439,912
% of total 13F portfolios
0%
Share change
+7,855,153
Value change
+$7,855,126
Number of holders
5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 5 institutional investors reported holding 18,439,771 shares of SCHWAB PRIME ADVANTAGE MONEY ULTRA - MMN.

Institutional Holders of SCHWAB PRIME ADVANTAGE MONEY ULTRA - MMN across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,703,934 $1,703,934 +$1,703,934 $1.00 1
2025 Q3 18,439,771 $18,439,912 +$7,855,126 $1.00 5
2025 Q2 10,584,618 $10,584,745 +$1,100,366 $1.00 4
2025 Q1 9,484,218 $9,484,137 -$2,171,871 $1.00 5
2024 Q4 14,523,245 $14,523,456 -$34,932,871 $1.00 6
2024 Q3 48,418,889 $48,419,262 +$8,766,516 $1.00 9
2024 Q2 39,652,373 $39,652,673 -$11,772,092 $1.00 8
2024 Q1 44,595,911 $44,595,801 -$37,739,888 $1.00 7
2023 Q4 2,553,489 $2,553,489 +$610,323 $1.00 1
2023 Q3 49,858,568 $49,858,540 +$10,365,017 $1.00 6
2023 Q2 41,400,473 $41,399,556 +$4,289,741 $1.00 6
2023 Q1 37,110,308 $37,110,065 +$2,404,414 $1.00 5
2022 Q4 29,225,805 $29,225,860 +$18,770,494 $1.00 4
2022 Q3 10,455,439 $10,455,000 +$7,725,824 $1.00 3
2022 Q2 2,729,313 $2,730,000 +$176,925 $1.00 3
2022 Q1 2,552,476 $2,553,000 -$1,277,939 $1.00 3
2021 Q4 3,830,699 $3,830,000 -$1,366,486 $1.00 4
2021 Q3 5,197,515 $5,197,000 +$567,122 $1.00 4
2021 Q2 4,629,980 $4,630,000 -$955,464 $1.00 4
2021 Q1 5,585,838 $5,586,000 -$2,227,045 $1.00 4
2020 Q4 7,812,863 $7,812,000 -$24,747,028 $1.00 4
2020 Q3 31,531,068 $31,531,000 +$314,820 $1.00 4
2020 Q2 31,221,248 $31,222,000 +$15,511,011 $1.00 4
2020 Q1 15,710,840 $15,711,000 -$19,877,520 $1.00 1
2019 Q4 35,588,449 $35,589,000 -$7,360,711 $1.00 3
2019 Q3 42,948,634 $42,949,000 +$26,598,999 $1.00 5
2019 Q2 16,349,651 $16,350,000 -$4,772,034 $1.00 3
2019 Q1 21,121,597 $21,122,000 -$1,843,501 $1.00 3
2018 Q4 22,964,468 $22,965,000 +$8,159,528 $1.00 6
2018 Q3 12,502,313 $12,502,000 +$8,587,430 $1.00 4
2018 Q2 3,914,523 $3,915,000 -$11,235,434 $1.00 1
2018 Q1 15,150,195 $15,150,000 -$2,776,740 $1.00 3
2017 Q4 17,926,782 $17,927,000 +$17,926,782 $1.00 2