Who owns Schwab Treasury Value Adv Mone other assets?

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Analyze quarterly positions in Schwab Treasury Value Adv Mone other assets with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab Treasury Value Adv Mone other assets stock

Who bought or sold Schwab Treasury Value Adv Mone other assets this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Stonebridge Capital Management 1.8M $1.8M 93% Dec 2024
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Jackson Wealth Management 1.2M $1.2M -26% Dec 2024
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Anderson Financial Strategies 923k $923k 100% Dec 2024
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Main Management 525k $525k -18% Dec 2024
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Twin Capital Management 82k $82k -76% Dec 2024
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Fairfield Financial Advisors 3.7k $3.7k 1% Dec 2024
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Who sold out of Schwab Treasury Value Adv Mone other assets?

Fund or Company Name Date Sold Shares Held Valued At
Kanawha Capital Management Sep 2024 26M $26M
McMahon Financial Advisors Sep 2024 4.3M $4.3M
RFP Financial Group Sep 2024 165k $165k