SCHWAB PRIME ADVANTAGE MONEY INVESTOR MMN is a security (CUSIP 808515696) tracked across SEC portfolio filings. 8 institutional managers reported $22.6M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Fairfield Financial Advisors, LTD | WELLESLEY, MA | $9.9M | 9,902,108 |
| Fairfield Financial Advisors, LTD | WELLESLEY, MA | $5.4M | 5,408,620 |
| Game Plan Financial Advisors, LLC | WESTLAKE, OH | $3.2M | 3,219,471 |
| Jackson Wealth Management, LLC | LAKE MARY, FL | $1.3M | 1,283,720 |
| Garton & Associates Financial Advisors LLC | LOUISVILLE, KY | $1.3M | 1,258,832 |
| Price Financial Group Wealth Management, Inc | PORTLAND, OR | $1.2M | 1,233,720 |
| Vermillion Wealth Management, Inc. | ROSEMOUNT, MN | $112K | 111,506 |
| Westside Investment Management, Inc. | SANTA MONICA, CA | $111K | 111,085 |
| Fortune Financial Group, Inc. | NAPLES, FL | $53K | 52,619 |