SCHWAB US TREASURY MONEY INVESTOR SCHWAB NON-SWEEP MMF
SCHWAB US TREASURY MONEY INVESTOR SCHWAB NON-SWEEP MMF is a security (CUSIP 808515548) tracked across SEC portfolio filings. 7 institutional managers reported $6.0M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $390K via N-PORT as of 2026-04-30.
Summary
- Issuer: SCHWAB US TREASURY MONEY INVESTOR
- Class: SCHWAB NON-SWEEP MMF
- CUSIP: 808515548
- Asset category: OTHER
- 13F holders: 7
- 13F value: $6.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $390K
- N-PORT report: 2026-04-30
Top institutional holders (Form 13F)
| Manager | Location | Value | Shares |
|---|
| Vermillion Wealth Management, Inc. | ROSEMOUNT, MN | $5.0M | 4,961,333 |
| Dale Q Rice Investment Management Ltd | VANCOUVER, WA | $740K | 739,744 |
| Price Financial Group Wealth Management, Inc | PORTLAND, OR | $261K | 260,701 |
| RFP Financial Group LLC | ATLANTA, GA | $35K | 35,228 |
| Coston, McIsaac & Partners | BAR HARBOR, ME | $18K | 18,372,898 |
| Main Management LLC | SAN FRANCISCO, CA | $5K | 4,662,273 |
| NBT BANK, N.A. | NORWICH, NY | $4K | 4,000 |
Top fund holders (N-PORT)
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