Institutional Ownership
Schwab Prime Advantage M
CUSIP 808515605MMNSWVXXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
20
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 49.03M | $49.03M |
| 2 | Redwood Wealth Management Group, LLC | 22.29M | $22.29M |
| 3 | Stonebridge Capital Management Inc | 21.93M | $21.93M |
| 4 | Game Plan Financial Advisors, LLC | 12.30M | $12.30M |
| 5 | Garton & Associates Financial Advisors LLC | 8.20M | $8.20M |
| 6 | Coastwise Capital Group, LLC | 7.50M | $7.50M |
| 7 | Financial Gravity Asset Management, Inc. | 7.50M | $7.50M |
| 8 | Trivant Custom Portfolio Group, LLC | 5.30M | $5.30M |
| 9 | Fortune Financial Group, Inc. | 3.31M | $3.31M |
| 10 | Westside Investment Management, Inc. | 1.09M | $1.09M |