Institutional Ownership
Schwab Prime Advantage M
CUSIP 808515696MMNSNAXXQ1 2026
Institutional Holders
7
13F filers
Shares Held
47.67M
Aggregate institutional
Institutional Value
$47.67M
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased5
Sold out2
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Coastwise Capital Group, LLC | 23.86M | $23.86M | −504.5K | Reduced |
| 2 | Fairfield Financial Advisors, Ltd | 15.31M | $15.31M | −297.7K | Reduced |
| 3 | Game Plan Financial Advisors, LLC | 3.22M | $3.22M | +1.52M | Added |
| 4 | Redwood Wealth Management Group, LLC | 2.34M | $2.34M | −427.5K | Reduced |
| 5 | Jackson Wealth Management, LLC | 1.28M | $1.28M | −3.03M | Reduced |
| 6 | Garton & Associates Financial Advisors LLC | 1.26M | $1.26M | +1.18M | Added |
| 7 | Westside Investment Management, Inc. | 397.1K | $397.1K | −360.0K | Reduced |