Schwab Treas Inf Prot FD-SelSWRSX
13F holders, Q3 2025 (September 30)1holders
1new positions
0sold out
$10.46avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Schwab Treas Inf Prot FD-Sel (SWRSX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 0 sold out. The largest holder was Grey Fox Wealth Advisors, LLC ($55K).
- Company
- Schwab Treas Inf Prot FD-Sel
- CUSIP
- 808517817
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $55K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q3 2025: 5,223 shares bought, net +5,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 5,223 | $55K |
"% of holder's portfolio" is SWRSX's weight in each manager's 13F, not the share of Schwab Treas Inf Prot FD-Sel the manager owns.