SCHWAB PRIME ADVANTAGE MONEY ULTRA
CUSIP 808515696
Schwab Prime Advantage Money Ultra has 7 institutional holders in Filings Flow’s 13F database, together reporting 47.67M shares worth $48M as of Q1 2026. The largest reported holders are Coastwise Capital Group, LLC, Fairfield Financial Advisors, Ltd, and Kohmann Bosshard Financial Services, LLC.
Institutional Holders
7
Q1 2026
Reported Value
$48M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Coastwise Capital Group, LLC$180M AUM | 13.25% | $24M | 23.86M | Q1 2026 |
| Fairfield Financial Advisors, LTD$290M AUM | 5.28% | $15M | 15.31M | Q1 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 1.45% | $3M | 3.22M | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 1.03% | $1M | 1.26M | Q1 2026 |
| Redwood Wealth Management Group, LLC$232M AUM | 1.01% | $2M | 2.34M | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.40% | $4M | 4.49M | Q4 2025OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.13% | $1M | 1.28M | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.06% | $397,144 | 397.1K | Q1 2026 |
| Fortune Financial Group, Inc.$111M AUM | 0.05% | $53 | 51.7K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.