Institutional Ownership
Schwab Us Treasury Money Investor
CUSIP 808515548SCHWAB NON-SWEEP MMFSNSXXQ1 2026
Institutional Holders
5
13F filers
Shares Held
25.03M
Aggregate institutional
Institutional Value
$2.02M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased2
Sold out1
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Psi Advisors, LLC | 1.22M | $1.22M | +1.22M | New |
| 2 | Dale Q Rice Investment Management Ltd | 739.7K | $739.7K | +56.3K | Added |
| 3 | Rfp Financial Group LLC | 35.2K | $35.2K | +290 | Added |
| 4 | Coston, Mcisaac & Partners | 18.37M | $18.4K | −90.7K | Reduced |
| 5 | Main Management LLC | 4.66M | $4.7K | −416.7K | Reduced |