Institutional Ownership
Schwab Prime Advantage M
CUSIP 808515696MMNSNAXXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
7
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 | Coastwise Capital Group, LLC | 23.86M | $23.86M |
| 2 | Fairfield Financial Advisors, Ltd | 15.31M | $15.31M |
| 3 | Game Plan Financial Advisors, LLC | 3.22M | $3.22M |
| 4 | Redwood Wealth Management Group, LLC | 2.34M | $2.34M |
| 5 | Jackson Wealth Management, LLC | 1.28M | $1.28M |
| 6 | Garton & Associates Financial Advisors LLC | 1.26M | $1.26M |
| 7 | Westside Investment Management, Inc. | 397.1K | $397.1K |