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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 808515548

SCHWAB US TREASURY MONEY

20 institutions · $30.8M total · 54,774,345 shares

#ManagerSharesValue% of TotalPeriod
1SHAPIRO CAPITAL MANAGEMENT LLC18,861,337$18.9M34.43%2023-12-31
2Vermillion Wealth Management, Inc.6,225,865$6.2M11.36%2025-09-30
3TUCKER ASSET MANAGEMENT LLC1,542,742$1.5M2.81%2024-12-31
4Brooklyn Investment Group1,000,000$1.0M1.82%2025-06-30
5Financially Speaking Inc688,623$688.6K1.25%2025-12-31
6Dale Q Rice Investment Management Ltd683,477$683.5K1.24%2025-12-31
7Strategic Investment Solutions, Inc. /IL529,000$529.0K0.96%2023-06-30
8eCIO, Inc.401,725$401.7K0.73%2025-06-30
9ORG Partners LLC375,624$375.6K0.68%2023-12-31
10Fairfield Financial Advisors, LTD230,127$230.1K0.42%2024-09-30
11Westside Investment Management, Inc.125,000$125.0K0.22%2025-06-30
12Livelsberger Financial Advisory40,038$40.0K0.07%2024-03-31
13RFP Financial Group LLC34,938$34.9K0.06%2025-12-31
14KANAWHA CAPITAL MANAGEMENT LLC33,823$33.8K0.06%2024-09-30
15Coston, McIsaac & Partners17,760,328$17.8K32.42%2025-12-31
16PSI Advisors, LLC16,000$16.0K0.02%2024-03-31
17CCM INVESTMENT ADVISERS LLC10,166$10.2K0.01%2024-12-31
18Main Management LLC5,078,970$5.1K9.27%2025-12-31
19RNC CAPITAL MANAGEMENT LLC605,342$6051.10%2023-09-30
20DIVIDEND ASSETS CAPITAL, LLC531,220$5310.96%2023-12-31