CUSIP 808515696
SCHWAB VALUE ADVANTAGE MONEY ULTRA
22 institutions · $105.3M total · 110,461,361 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Coastwise Capital Group, LLC | 24,369,106 | $24.4M | 22.06% | 2025-12-31 |
| 2 | BRYN MAWR TRUST Co | 20,595,441 | $20.6M | 18.64% | 2024-06-30 |
| 3 | MFA Wealth Advisors, LLC | 14,915,158 | $14.9M | 13.50% | 2024-09-30 |
| 4 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 11,192,579 | $11.2M | 10.13% | 2024-09-30 |
| 5 | Fairfield Financial Advisors, LTD | 9,803,044 | $9.8M | 8.87% | 2025-12-31 |
| 6 | Blueprint Investment Partners LLC | 4,424,002 | $4.4M | 4.00% | 2024-03-31 |
| 7 | Jackson Wealth Management, LLC | 4,314,586 | $4.3M | 3.90% | 2025-12-31 |
| 8 | ENCOMPASS WEALTH ADVISORS, LLC | 3,514,759 | $3.5M | 3.18% | 2024-09-30 |
| 9 | TUCKER ASSET MANAGEMENT LLC | 2,867,156 | $2.9M | 2.59% | 2024-12-31 |
| 10 | Redwood Wealth Management Group, LLC | 2,763,380 | $2.8M | 2.50% | 2025-12-31 |
| 11 | Game Plan Financial Advisors, LLC | 1,703,934 | $1.7M | 1.54% | 2025-12-31 |
| 12 | Kohmann Bosshard Financial Services, LLC | 1,131,486 | $1.1M | 1.02% | 2025-12-31 |
| 13 | Anderson Financial Strategies, LLC | 1,036,796 | $1.0M | 0.93% | 2024-12-31 |
| 14 | Strategic Investment Solutions, Inc. /IL | 1,009,913 | $1.0M | 0.91% | 2023-09-30 |
| 15 | Westside Investment Management, Inc. | 757,144 | $757.1K | 0.68% | 2025-12-31 |
| 16 | Vermillion Wealth Management, Inc. | 415,417 | $415.4K | 0.37% | 2025-03-31 |
| 17 | ORG Partners LLC | 246,224 | $246.2K | 0.22% | 2023-06-30 |
| 18 | KANAWHA CAPITAL MANAGEMENT LLC | 150,804 | $150.8K | 0.13% | 2024-09-30 |
| 19 | Garton & Associates Financial Advisors LLC | 77,393 | $77.4K | 0.07% | 2025-12-31 |
| 20 | DIVIDEND ASSETS CAPITAL, LLC | 3,600,102 | $3.6K | 3.25% | 2023-12-31 |
| 21 | RE Dickinson Investment Advisors, LLC | 1,521,252 | $1.5K | 1.37% | 2023-09-30 |
| 22 | Fortune Financial Group, Inc. | 51,685 | $53 | 0.04% | 2025-12-31 |