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Schwab US Treasury Money Investor
CUSIP: 808515548 | 29 institutional holders
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Q3 2026
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Institutional Holders — Q3 2026
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Price Financial Group Wealth Management, Inc
1,231,092
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
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Price Financial Group Wealth Management, Inc
1,231,092
$1.2M
15.0%
Growth
Medium
Portland, OR
2026-11-02
Vermillion Wealth Management, Inc.
1,151,577
$1.2M
1.3%
Value
Low
Rosemount, MN
2026-10-26
NBT Bank, N.A.
4,000
$4.0K
0.0%
Core
Low
Norwich, NY
2026-10-21