Institutional Ownership
Schwab Prime Advantage M
CUSIP 808515605MMNSWVXXQ1 2026
Institutional Holders
20
13F filers
Shares Held
143.01M
Aggregate institutional
Institutional Value
$140.29M
Q1 2026
Net New Holders
+2
5 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased8
Decreased7
Sold out3
Institutional Holders
20 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 49.03M | $49.03M | −904.4K | Reduced |
| 2 | Redwood Wealth Management Group, LLC | 22.29M | $22.29M | +1.87M | Added |
| 3 | Stonebridge Capital Management Inc | 21.93M | $21.93M | −2.52M | Reduced |
| 4 | Game Plan Financial Advisors, LLC | 12.30M | $12.30M | +1.73M | Added |
| 5 | Garton & Associates Financial Advisors LLC | 8.20M | $8.20M | −688.0K | Reduced |
| 6 | Coastwise Capital Group, LLC | 7.50M | $7.50M | +755.5K | Added |
| 7 | Financial Gravity Asset Management, Inc. | 7.50M | $7.50M | +5.87M | Added |
| 8 | Trivant Custom Portfolio Group, LLC | 5.30M | $5.30M | +5.30M | New |
| 9 | Fortune Financial Group, Inc. | 3.31M | $3.31M | +1.15M | Added |
| 10 | Westside Investment Management, Inc. | 1.09M | $1.09M | −2.91M | Reduced |
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