Schwa Prime Adv Money FD-UltSNAXX
13F holders, Q2 2025 (June 30)4holders −1
0new positions
1sold out
$1.00avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Schwa Prime Adv Money FD-Ult (SNAXX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($4.9M), Redwood Wealth Management Group, LLC ($2.5M) and Jackson Wealth Management, LLC ($2.1M).
- Company
- Schwa Prime Adv Money FD-Ult
- Filed as
- Federated Hermes Treasury Obligations Fund (Q2 2025)
- CUSIP
- 808515696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $415K |
All 13F filers, Q1 2025 → Q2 2025: 2,959,374 shares bought and 1,858,974 shares sold, net +1,100,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fairfield Financial Advisors, LTD | 1.72% | Add +153.5% | 4,887,270 | $4.9M |
| Redwood Wealth Management Group, LLC | 1.15% | Reduce -22.5% | 2,543,647 | $2.5M |
| Jackson Wealth Management, LLC | 0.23% | Reduce -14.0% | 2,099,873 | $2.1M |
| Westside Investment Management, Inc. | 0.20% | Reduce -25.6% | 1,053,828 | $1.1M |
"% of holder's portfolio" is SNAXX's weight in each manager's 13F, not the share of Schwa Prime Adv Money FD-Ult the manager owns.