| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DIVIDEND ASSETS CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
| RFP Financial Group LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
| Ellevest, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
| Summit Global Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
This page lists all the filers that currently own SCHWAB ADVANTAGE TR MUN MONEY or have owned SCHWAB ADVANTAGE TR MUN MONEY in the past.