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Schwab US Treasury Money Investor

CUSIP: 808515548 | 29 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Price Financial Group Wealth Management, Inc1,231,092
15.0% of portfolio›$1.2M
Vermillion Wealth Management, Inc.1,151,577
1.3% of portfolio›$1.2M
NBT Bank, N.A.4,000
0.0% of portfolio›$4.0K
StyleTurnoverLocationFiled
Price Financial Group Wealth Management, Inc
1,231,092$1.2M15.0%GrowthMediumPortland, OR2026-11-02
Vermillion Wealth Management, Inc.
1,151,577$1.2M1.3%ValueLowRosemount, MN2026-10-26
NBT Bank, N.A.
4,000$4.0K0.0%CoreLowNorwich, NY2026-10-21