CUSIP 808515548
SCHWAB US TREASURY MONEY INVESTOR
18 institutions · $30.3M total · 53,640,003 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | SHAPIRO CAPITAL MANAGEMENT LLC | 18,861,337 | $18.9M | 35.16% | 2023-12-31 |
| 2 | Vermillion Wealth Management, Inc. | 6,225,865 | $6.2M | 11.60% | 2025-09-30 |
| 3 | TUCKER ASSET MANAGEMENT LLC | 1,542,742 | $1.5M | 2.87% | 2024-12-31 |
| 4 | Brooklyn Investment Group | 1,000,000 | $1.0M | 1.86% | 2025-06-30 |
| 5 | Financially Speaking Inc | 688,623 | $688.6K | 1.28% | 2025-12-31 |
| 6 | Dale Q Rice Investment Management Ltd | 683,477 | $683.5K | 1.27% | 2025-12-31 |
| 7 | eCIO, Inc. | 401,725 | $401.7K | 0.74% | 2025-06-30 |
| 8 | ORG Partners LLC | 375,624 | $375.6K | 0.70% | 2023-12-31 |
| 9 | Fairfield Financial Advisors, LTD | 230,127 | $230.1K | 0.42% | 2024-09-30 |
| 10 | Westside Investment Management, Inc. | 125,000 | $125.0K | 0.23% | 2025-06-30 |
| 11 | Livelsberger Financial Advisory | 40,038 | $40.0K | 0.07% | 2024-03-31 |
| 12 | RFP Financial Group LLC | 34,938 | $34.9K | 0.06% | 2025-12-31 |
| 13 | KANAWHA CAPITAL MANAGEMENT LLC | 33,823 | $33.8K | 0.06% | 2024-09-30 |
| 14 | Coston, McIsaac & Partners | 17,760,328 | $17.8K | 33.11% | 2025-12-31 |
| 15 | PSI Advisors, LLC | 16,000 | $16.0K | 0.02% | 2024-03-31 |
| 16 | CCM INVESTMENT ADVISERS LLC | 10,166 | $10.2K | 0.01% | 2024-12-31 |
| 17 | Main Management LLC | 5,078,970 | $5.1K | 9.46% | 2025-12-31 |
| 18 | DIVIDEND ASSETS CAPITAL, LLC | 531,220 | $531 | 0.99% | 2023-12-31 |