Schwa Prime Adv Money FD-UltSNAXX
13F holders, Q4 2025 (December 31)9holders +4
2new positions
0sold out
$1.00avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Schwa Prime Adv Money FD-Ult (SNAXX) in their 13F filings, up 4 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Coastwise Capital Group, LLC ($24.4M), Fairfield Financial Advisors, LTD ($15.6M) and Kohmann Bosshard Financial Services, LLC ($4.5M).
- Company
- Schwa Prime Adv Money FD-Ult
- Filed as
- SCHWAB PRIME ADVANTAGE MONEY ULTRA (Q4 2025)
- CUSIP
- 808515696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $26.1M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 37,742,687 shares bought and 2,176,752 shares sold, net +35,565,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Coastwise Capital Group, LLC | 12.58% | New | 24,369,106 | $24.4M |
| Fairfield Financial Advisors, LTD | 5.09% | Add +135.7% | 15,608,415 | $15.6M |
| Kohmann Bosshard Financial Services, LLC | 0.41% | Reduce -30.3% | 4,489,141 | $4.5M |
| Jackson Wealth Management, LLC | 0.42% | Add +135.7% | 4,314,586 | $4.3M |
| Redwood Wealth Management Group, LLC | 1.16% | Add +7.8% | 2,763,380 | $2.8M |
| Game Plan Financial Advisors, LLC | 0.74% | New | 1,703,934 | $1.7M |
| Westside Investment Management, Inc. | 0.12% | Reduce -23.3% | 757,144 | $757K |
| Garton & Associates Financial Advisors LLC | 0.04% | — | 77,393 | $77K |
| Fortune Financial Group, Inc. | 0.05% | — | 51,685 | $53K |
"% 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.